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 9-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 | $142,099 | $117,841+20.6% | $102,423+38.7% | $145,922-2.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 31.65%-13.6pp | 29.32%-11.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,128 | $3,615-41.1% | $3,023-29.6% | $4,660-54.3% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |