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 | $168,580 | $148,534+13.5% | $135,903+24.0% | $139,434+20.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.58% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $496 | $5,243-90.5% | $4,856-89.8% | $4,751-89.6% |
| Participant deferral / active EE | $11,825 | $8,100+46.0% | $7,758+52.4% | $6,710+76.2% |
| Admin fee / account holder | $179 | $12,400-98.6% | $10,762-98.3% | $11,403-98.4% |