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 | $102,451 | $157,256-34.9% | $141,162-27.4% | $152,861-33.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.40% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,222 | $5,261-57.8% | $4,735-53.1% | $4,762-53.3% |
| Participant deferral / active EE | $1,828 | $7,109-74.3% | $6,709-72.8% | $5,850-68.8% |
| Admin fee / account holder | $36 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |