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 7-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 | $208,059 | $185,822+12.0% | $169,993+22.4% | $139,434+49.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 32.84% | 60.50%-27.7pp | 53.37%-20.5pp | 372.94%-340.1pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $15,651 | $11,622+34.7% | $10,408+50.4% | $6,710+133.2% |
| Admin fee / account holder | $27 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |