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 | $169,824 | $153,772+10.4% | $133,980+26.8% | $273,961-38.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.28% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $14,303 | $6,029+137.2% | $5,211+174.5% | $4,869+193.8% |
| Participant deferral / active EE | $1,144 | $6,958-83.6% | $6,282-81.8% | $5,287-78.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |