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 | $120,402 | $106,515+13.0% | $96,683+24.5% | $139,434-13.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 23.28% | 38.43%-15.1pp | 35.69%-12.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $494 | $4,103-88.0% | $3,737-86.8% | $4,751-89.6% |
| Participant deferral / active EE | $3,528 | $5,454-35.3% | $4,878-27.7% | $6,710-47.4% |
| Admin fee / account holder | $15 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |