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 | $93,706 | $183,963-49.1% | $162,163-42.2% | $152,861-38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.80% | 150.76%-135.0pp | 115.59%-99.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $7,658 | $6,371+20.2% | $5,614+36.4% | $4,762+60.8% |
| Participant deferral / active EE | $400 | $8,034-95.0% | $7,298-94.5% | $5,850-93.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |