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 | $247,371 | $214,378+15.4% | $200,582+23.3% | $142,382+73.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.31% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,714 | $6,841-16.5% | $6,419-11.0% | $4,299+32.9% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $261 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |