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 | $146,702 | $112,096+30.9% | $95,952+52.9% | $158,922-7.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.16% | 171.09%-154.9pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $9,727 | $3,198+204.1% | $2,541+282.8% | $4,761+104.3% |
| Participant deferral / active EE | $134 | $4,784-97.2% | $4,167-96.8% | $5,982-97.8% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |