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 | $56,380 | $95,266-40.8% | $82,389-31.6% | $142,382-60.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.17% | 25.74%-13.6pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,663 | $2,991-11.0% | $2,517+5.8% | $4,299-38.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $135 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |