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 | $148,863 | $104,974+41.8% | $95,585+55.7% | $142,382+4.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.25% | 210.33%-198.1pp | 38.56%-26.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,199 | $4,352-26.5% | $4,023-20.5% | $6,507-50.8% |
| Admin fee / account holder | $6 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |