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 | $209,187 | $179,726+16.4% | $156,263+33.9% | $142,382+46.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.40% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,460 | $5,069-71.2% | $4,333-66.3% | $4,299-66.0% |
| Participant deferral / active EE | $1,197 | $6,956-82.8% | $6,158-80.6% | $6,507-81.6% |
| Admin fee / account holder | $40 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |