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 | $129,734 | $107,334+20.9% | $92,893+39.7% | $152,861-15.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.21% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $5,714 | $4,221+35.4% | $3,653+56.4% | $4,762+20.0% |
| Participant deferral / active EE | $489 | $4,845-89.9% | $4,236-88.5% | $5,850-91.6% |
| Admin fee / account holder | $155 | $7,079-97.8% | $5,794-97.3% | $11,596-98.7% |