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 | $51,951 | $150,440-65.5% | $136,294-61.9% | $147,584-64.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.98% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $7,589 | $5,256+44.4% | $4,695+61.6% | $4,876+55.6% |
| Participant deferral / active EE | $800 | $6,630-87.9% | $6,247-87.2% | $5,439-85.3% |
| Admin fee / account holder | $232 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |