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 6-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 | $100,856 | $102,317-1.4% | $146,958-31.4% | $80,856+24.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.08% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $14,872 | $3,713+300.5% | $4,933+201.5% | $2,755+439.9% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $31 | $7,941-99.6% | $12,998-99.8% | $6,918-99.6% |