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 | $160,232 | $58,512+173.8% | $84,015+90.7% | $72,985+119.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.32% | 28.93%-6.6pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,520 | $1,163+202.7% | $1,983+77.5% | $2,440+44.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $235 | $4,569-94.8% | $6,101-96.1% | $5,124-95.4% |