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 | $58,972 | $171,865-65.7% | $149,718-60.6% | $147,584-60.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.10% | 2113.22%-2092.1pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,129 | $6,275-66.1% | $5,445-60.9% | $4,876-56.3% |
| Participant deferral / active EE | $2,129 | $7,271-70.7% | $6,569-67.6% | $5,439-60.9% |
| Admin fee / account holder | $93 | $13,799-99.3% | $11,283-99.2% | $10,885-99.1% |