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 | $167,068 | $176,056-5.1% | $159,436+4.8% | $167,490-0.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.19% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $11,032 | $5,297+108.3% | $4,829+128.4% | $4,837+128.0% |
| Participant deferral / active EE | $1,227 | $7,750-84.2% | $7,352-83.3% | $6,341-80.6% |
| Admin fee / account holder | $217 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |