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 9-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 | $89,088 | $115,882-23.1% | $100,516-11.4% | $158,922-43.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.42% | 34.79%-17.4pp | 30.89%-13.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $35,469 | $4,103+764.5% | $3,418+937.9% | $4,761+645.0% |
| Participant deferral / active EE | $500 | $6,674-92.5% | $6,270-92.0% | $5,982-91.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |