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 | $162,597 | $171,865-5.4% | $149,718+8.6% | $147,584+10.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.65% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $10,369 | $6,275+65.2% | $5,445+90.4% | $4,876+112.6% |
| Participant deferral / active EE | $392 | $7,271-94.6% | $6,569-94.0% | $5,439-92.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |