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 | $132,589 | $209,832-36.8% | $189,513-30.0% | $167,490-20.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.73% | 748.27%-735.5pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,111 | $6,914-69.5% | $6,162-65.7% | $4,837-56.4% |
| Participant deferral / active EE | $2,748 | $8,935-69.2% | $8,221-66.6% | $6,341-56.7% |
| Admin fee / account holder | $37 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |