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 | $112,868 | $105,998+6.5% | $92,233+22.4% | $147,584-23.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.40% | 50.05%-39.6pp | 176.28%-165.9pp | 578.55%-568.1pp |
| Employer contribution / active EE | $24,334 | $4,333+461.6% | $3,679+561.4% | $4,876+399.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $146 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |