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 | $125,289 | $105,998+18.2% | $92,233+35.8% | $147,584-15.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.41% | 50.05%-31.6pp | 176.28%-157.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,825 | $4,333-11.7% | $3,679+4.0% | $4,876-21.6% |
| Participant deferral / active EE | $600 | $4,478-86.6% | $3,897-84.6% | $5,439-89.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |