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 | $208,863 | $167,484+24.7% | $151,611+37.8% | $134,475+55.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.11% | 7.80%-16.9pp | 3.33%-12.4pp | 417.96%-427.1pp |
| Employer contribution / active EE | $10,707 | $6,829+56.8% | $6,166+73.7% | $4,740+125.9% |
| Participant deferral / active EE | $2,844 | $8,986-68.4% | $8,363-66.0% | $6,400-55.6% |
| Admin fee / account holder | $13 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |