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 5-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 | $53,066 | $183,519-71.1% | $155,509-65.9% | $145,922-63.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $31,568 | $5,313+494.2% | $4,672+575.6% | $4,660+577.5% |
| Participant deferral / active EE | $693 | $6,462-89.3% | $5,626-87.7% | $6,688-89.6% |
| Admin fee / account holder | $231 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |