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 | $166,410 | $209,411-20.5% | $178,490-6.8% | $158,922+4.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.23% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $3,601 | $5,706-36.9% | $5,011-28.1% | $4,761-24.4% |
| Participant deferral / active EE | $382 | $5,954-93.6% | $5,202-92.7% | $5,982-93.6% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |