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 | $215,480 | $160,055+34.6% | $140,016+53.9% | $135,375+59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.51% | 911.38%-908.9pp | 651.12%-648.6pp | 519.73%-517.2pp |
| Employer contribution / active EE | $1,145 | $6,420-82.2% | $5,606-79.6% | $4,779-76.0% |
| Participant deferral / active EE | $11,563 | $7,642+51.3% | $6,927+66.9% | $5,609+106.2% |
| Admin fee / account holder | $113 | $13,328-99.2% | $10,705-98.9% | $10,827-99.0% |