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 | $167,600 | $190,805-12.2% | $159,960+4.8% | $134,475+24.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 128.10% | 552.23%-424.1pp | 408.60%-280.5pp | 417.96%-289.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $49 | $6,923-99.3% | $6,182-99.2% | $6,400-99.2% |
| Admin fee / account holder | $2 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |