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 | $61,563 | $67,619-9.0% | $54,791+12.4% | $158,922-61.3% |
| Participation rate | 81.8% | 80.6%+1.3pp | 65.0%+16.9pp | 82.0%-0.1pp |
| Annual return | 14.02% | 14.21%-0.2pp | 15.11%-1.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $7,322 | $4,142+76.8% | $3,035+141.2% | $4,761+53.8% |
| Participant deferral / active EE | $0 | $7,369-100.0% | $5,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $9,472-100.0% | $6,823-100.0% | $11,246-100.0% |