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 | $112,990 | $65,041+73.7% | $90,951+24.2% | $79,858+41.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.66% | 30.45%-17.8pp | 134.60%-121.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,709 | $1,247+277.6% | $2,122+121.9% | $2,471+90.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |