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 8-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 | $64,740 | $197,591-67.2% | $177,821-63.6% | $158,922-59.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.65% | 58.76%-25.1pp | 48.32%-14.7pp | 302.83%-269.2pp |
| Employer contribution / active EE | $19,080 | $6,697+184.9% | $5,918+222.4% | $4,761+300.8% |
| Participant deferral / active EE | $2,552 | $8,405-69.6% | $7,714-66.9% | $5,982-57.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |