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 | $81,355 | $217,402-62.6% | $185,823-56.2% | $167,490-51.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.30% | 148.36%-137.1pp | 122.05%-110.8pp | 478.56%-467.3pp |
| Employer contribution / active EE | $6,500 | $5,873+10.7% | $5,167+25.8% | $4,837+34.4% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $284 | $19,811-98.6% | $16,237-98.2% | $12,309-97.7% |