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 | $84,119 | $183,963-54.3% | $162,163-48.1% | $152,861-45.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 48.11% | 150.76%-102.7pp | 115.59%-67.5pp | 345.32%-297.2pp |
| Employer contribution / active EE | $2,859 | $6,371-55.1% | $5,614-49.1% | $4,762-40.0% |
| Participant deferral / active EE | $667 | $8,034-91.7% | $7,298-90.9% | $5,850-88.6% |
| Admin fee / account holder | $13 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |