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 | $222,976 | $105,998+110.4% | $92,233+141.8% | $147,584+51.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.90% | 50.05%-35.1pp | 176.28%-161.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $16,423 | $4,333+279.0% | $3,679+346.4% | $4,876+236.8% |
| Participant deferral / active EE | $391 | $4,478-91.3% | $3,897-90.0% | $5,439-92.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |