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 | $214,125 | $209,411+2.3% | $178,490+20.0% | $158,922+34.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.76% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $223 | $5,706-96.1% | $5,011-95.6% | $4,761-95.3% |
| Participant deferral / active EE | $7,571 | $5,954+27.2% | $5,202+45.6% | $5,982+26.6% |
| Admin fee / account holder | $123 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |