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 | $82,500 | $108,919-24.3% | $100,391-17.8% | $145,922-43.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.78% | 57.88%-32.1pp | 49.20%-23.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $6,093 | $4,419+37.9% | $3,942+54.6% | $4,660+30.8% |
| Participant deferral / active EE | $1,400 | $8,445-83.4% | $8,082-82.7% | $6,688-79.1% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.9% |