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 | $139,985 | $168,632-17.0% | $147,614-5.2% | $125,391+11.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.21% | 77.65%-75.4pp | 61.98%-59.8pp | 282.22%-280.0pp |
| Employer contribution / active EE | $3,136 | $6,252-49.8% | $5,564-43.6% | $4,866-35.5% |
| Participant deferral / active EE | $1,632 | $5,507-70.4% | $4,895-66.7% | $5,352-69.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |