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 | $122,640 | $201,272-39.1% | $184,203-33.4% | $145,922-16.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.91% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,500 | $7,022-64.4% | $6,427-61.1% | $4,660-46.3% |
| Participant deferral / active EE | $2,773 | $9,806-71.7% | $9,131-69.6% | $6,688-58.5% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |