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 | $94,078 | $159,901-41.2% | $146,958-36.0% | $145,922-35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,396 | $5,286-73.6% | $4,933-71.7% | $4,660-70.0% |
| Participant deferral / active EE | $400 | $8,428-95.3% | $8,070-95.0% | $6,688-94.0% |
| Admin fee / account holder | $23 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |