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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,028 | $175,202+7.9% | $149,673+26.3% | $139,434+35.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.99% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,982 | $5,474-63.8% | $4,818-58.9% | $4,751-58.3% |
| Participant deferral / active EE | $1,039 | $6,519-84.1% | $5,680-81.7% | $6,710-84.5% |
| Admin fee / account holder | $8 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |