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 | $186,169 | $101,069+84.2% | $81,478+128.5% | $147,584+26.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.39% | 32.40%-14.0pp | 38.78%-20.4pp | 578.55%-560.2pp |
| Employer contribution / active EE | $442 | $3,205-86.2% | $2,568-82.8% | $4,876-90.9% |
| Participant deferral / active EE | $442 | $4,242-89.6% | $3,537-87.5% | $5,439-91.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |