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 | $234,445 | $100,852+132.5% | $90,404+159.3% | $158,922+47.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.34% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $27,202 | $3,689+637.5% | $3,262+733.9% | $4,761+471.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $21 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |