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 | $158,397 | $214,378-26.1% | $200,582-21.0% | $142,382+11.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.04% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,661 | $6,841+41.2% | $6,419+50.5% | $4,299+124.7% |
| Participant deferral / active EE | $658 | $9,865-93.3% | $9,331-92.9% | $6,507-89.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |