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 | $196,194 | $133,922+46.5% | $116,228+68.8% | $142,382+37.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.01% | 147.76%-135.8pp | 90.06%-78.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,700 | $5,672-17.1% | $4,953-5.1% | $6,507-27.8% |
| Admin fee / account holder | $214 | $14,945-98.6% | $11,989-98.2% | $12,624-98.3% |