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 | $154,025 | $110,809+39.0% | $86,874+77.3% | $167,490-8.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.66% | 116.98%-99.3pp | 63.52%-45.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $355 | $3,244-89.1% | $2,495-85.8% | $4,837-92.7% |
| Participant deferral / active EE | $497 | $4,546-89.1% | $3,699-86.6% | $6,341-92.2% |
| Admin fee / account holder | $30 | $8,415-99.6% | $5,828-99.5% | $12,309-99.8% |