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 | $102,460 | $124,281-17.6% | $109,143-6.1% | $167,490-38.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.52% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,757 | $4,207-34.5% | $3,722-25.9% | $4,837-43.0% |
| Participant deferral / active EE | $396 | $5,255-92.5% | $4,653-91.5% | $6,341-93.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |