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 | $155,052 | $100,852+53.7% | $90,404+71.5% | $158,922-2.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.84% | 1724.20%-1716.4pp | 1293.02%-1285.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $500 | $3,689-86.4% | $3,262-84.7% | $4,761-89.5% |
| Participant deferral / active EE | $500 | $4,348-88.5% | $3,963-87.4% | $5,982-91.6% |
| Admin fee / account holder | $116 | $6,501-98.2% | $5,611-97.9% | $11,246-99.0% |