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 | $237,082 | $149,734+58.3% | $118,925+99.4% | $158,922+49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $977 | $4,115-76.2% | $3,263-70.0% | $4,761-79.5% |
| Participant deferral / active EE | $1,175 | $5,223-77.5% | $4,265-72.4% | $5,982-80.4% |
| Admin fee / account holder | $5 | $8,603-99.9% | $6,581-99.9% | $11,246-100.0% |