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 | $171,195 | $133,922+27.8% | $116,228+47.3% | $142,382+20.2% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.6%-1.8pp | 80.1%-7.4pp |
| Annual return | 18.87% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,994 | $5,672+23.3% | $4,953+41.2% | $6,507+7.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |