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 8-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 | $44,398 | $112,881-60.7% | $90,951-51.2% | $158,922-72.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 217.15% | 215.79%+1.4pp | 134.60%+82.5pp | 302.83%-85.7pp |
| Employer contribution / active EE | $23,089 | $2,893+698.1% | $2,122+988.1% | $4,761+385.0% |
| Participant deferral / active EE | $317 | $4,128-92.3% | $3,373-90.6% | $5,982-94.7% |
| Admin fee / account holder | $100 | $8,041-98.8% | $5,959-98.3% | $11,246-99.1% |