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 | $120,223 | $121,625-1.2% | $104,607+14.9% | $158,922-24.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.89% | 465.26%-444.4pp | 340.46%-319.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,286 | $3,163+35.5% | $2,681+59.9% | $4,761-10.0% |
| Participant deferral / active EE | $477 | $4,177-88.6% | $3,740-87.2% | $5,982-92.0% |
| Admin fee / account holder | $68 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |