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 | $197,149 | $149,734+31.7% | $118,925+65.8% | $158,922+24.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.70% | 19.95%-13.2pp | 35.88%-29.2pp | 302.83%-296.1pp |
| Employer contribution / active EE | $3,750 | $4,115-8.9% | $3,263+14.9% | $4,761-21.2% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $13 | $8,603-99.9% | $6,581-99.8% | $11,246-99.9% |