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 9-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 | $84,547 | $202,318-58.2% | $172,739-51.1% | $152,861-44.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.61% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,814 | $5,856-17.8% | $5,143-6.4% | $4,762+1.1% |
| Participant deferral / active EE | $817 | $5,948-86.3% | $5,198-84.3% | $5,850-86.0% |
| Admin fee / account holder | $201 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |