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 | $61,599 | $198,466-69.0% | $170,442-63.9% | $147,584-58.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.32% | 257.29%-247.0pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $5,385 | $6,184-12.9% | $5,433-0.9% | $4,876+10.4% |
| Participant deferral / active EE | $508 | $5,629-91.0% | $4,939-89.7% | $5,439-90.7% |
| Admin fee / account holder | $288 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |