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 | $71,393 | $165,912-57.0% | $122,332-41.6% | $147,584-51.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 48.13% | 34.55%+13.6pp | 30.27%+17.9pp | 578.55%-530.4pp |
| Employer contribution / active EE | $29,113 | $5,754+405.9% | $4,050+618.7% | $4,876+497.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $76 | $7,424-99.0% | $5,478-98.6% | $10,885-99.3% |