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 | $189,317 | $152,587+24.1% | $125,175+51.2% | $152,861+23.8% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 155.81% | 54.84%+101.0pp | 43.79%+112.0pp | 345.32%-189.5pp |
| Employer contribution / active EE | $962 | $4,946-80.6% | $3,865-75.1% | $4,762-79.8% |
| Participant deferral / active EE | $1,131 | $5,868-80.7% | $4,937-77.1% | $5,850-80.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |