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 | $66,024 | $183,963-64.1% | $162,163-59.3% | $152,861-56.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.35% | 150.76%-132.4pp | 115.59%-97.2pp | 345.32%-327.0pp |
| Employer contribution / active EE | $18,423 | $6,371+189.2% | $5,614+228.2% | $4,762+286.8% |
| Participant deferral / active EE | $1,554 | $8,034-80.7% | $7,298-78.7% | $5,850-73.4% |
| Admin fee / account holder | $210 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |