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 | $170,900 | $202,318-15.5% | $172,739-1.1% | $152,861+11.8% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 21.60% | 1029.65%-1008.1pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $8,553 | $5,856+46.1% | $5,143+66.3% | $4,762+79.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $34 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |