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 | $174,988 | $197,591-11.4% | $177,821-1.6% | $158,922+10.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.80% | 58.76%-45.0pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $10,804 | $6,697+61.3% | $5,918+82.5% | $4,761+126.9% |
| Participant deferral / active EE | $2,427 | $8,405-71.1% | $7,714-68.5% | $5,982-59.4% |
| Admin fee / account holder | $79 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |