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 | $157,955 | $159,901-1.2% | $146,958+7.5% | $145,922+8.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,880 | $5,286-64.4% | $4,933-61.9% | $4,660-59.7% |
| Participant deferral / active EE | $2,350 | $8,428-72.1% | $8,070-70.9% | $6,688-64.9% |
| Admin fee / account holder | $120 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |