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 | $50,857 | $156,846-67.6% | $121,098-58.0% | $139,434-63.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.67% | 1474.56%-1461.9pp | 985.75%-973.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $36,833 | $5,536+565.3% | $4,164+784.6% | $4,751+675.3% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $139 | $6,946-98.0% | $5,644-97.5% | $11,403-98.8% |