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 7-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 | $123,428 | $99,985+23.4% | $146,665-15.8% | $85,850+43.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 43.84% | 18.93%+24.9pp | 22.74%+21.1pp | 318.53%-274.7pp |
| Employer contribution / active EE | $14,487 | $2,559+466.2% | $4,136+250.2% | $2,565+464.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |