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 | $232,975 | $159,901+45.7% | $146,958+58.5% | $145,922+59.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 117.74% | 98.13%+19.6pp | 418.34%-300.6pp | 561.29%-443.5pp |
| Employer contribution / active EE | $3,364 | $5,286-36.4% | $4,933-31.8% | $4,660-27.8% |
| Participant deferral / active EE | $2,000 | $8,428-76.3% | $8,070-75.2% | $6,688-70.1% |
| Admin fee / account holder | $143 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |