See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,737 | $185,822+10.7% | $169,993+21.0% | $139,434+47.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.11% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $841 | $7,590-88.9% | $6,785-87.6% | $4,751-82.3% |
| Participant deferral / active EE | $20,000 | $11,622+72.1% | $10,408+92.2% | $6,710+198.1% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |