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 | $220,649 | $127,386+73.2% | $115,037+91.8% | $125,391+76.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 10.76% | 31.28%-20.5pp | 26.14%-15.4pp | 282.22%-271.5pp |
| Employer contribution / active EE | $1,493 | $5,166-71.1% | $4,608-67.6% | $4,866-69.3% |
| Participant deferral / active EE | $1,900 | $6,423-70.4% | $6,026-68.5% | $5,352-64.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |