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 | $121,118 | $100,852+20.1% | $90,404+34.0% | $158,922-23.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.53% | 1724.20%-1717.7pp | 1293.02%-1286.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $5,000 | $3,689+35.6% | $3,262+53.3% | $4,761+5.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $85 | $6,501-98.7% | $5,611-98.5% | $11,246-99.2% |