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 | $228,652 | $149,734+52.7% | $118,925+92.3% | $158,922+43.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 6.90% | 19.95%-13.0pp | 35.88%-29.0pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,202 | $4,115-70.8% | $3,263-63.2% | $4,761-74.8% |
| Participant deferral / active EE | $433 | $5,223-91.7% | $4,265-89.8% | $5,982-92.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |