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 | $104,759 | $98,240+6.6% | $82,313+27.3% | $147,584-29.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.94% | 30.85%-15.9pp | 25.88%-10.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,382 | $4,383-22.8% | $3,706-8.7% | $5,439-37.8% |
| Admin fee / account holder | $11 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |