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 | $121,755 | $162,781-25.2% | $133,956-9.1% | $158,922-23.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.36% | 41.94%-28.6pp | 45.09%-31.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $950 | $4,975-80.9% | $3,919-75.8% | $4,761-80.0% |
| Participant deferral / active EE | $557 | $5,911-90.6% | $5,048-89.0% | $5,982-90.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |