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 | $215,629 | $209,832+2.8% | $189,513+13.8% | $167,490+28.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 10.32% | 748.27%-738.0pp | 555.15%-544.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $600 | $6,914-91.3% | $6,162-90.3% | $4,837-87.6% |
| Participant deferral / active EE | $7,963 | $8,935-10.9% | $8,221-3.1% | $6,341+25.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |