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 6-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 | $43,234 | $165,335-73.9% | $149,696-71.1% | $158,922-72.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.28% | 348.15%-315.9pp | 276.60%-244.3pp | 302.83%-270.5pp |
| Employer contribution / active EE | $1,091 | $5,103-78.6% | $4,644-76.5% | $4,761-77.1% |
| Participant deferral / active EE | $1,259 | $7,181-82.5% | $6,842-81.6% | $5,982-78.9% |
| Admin fee / account holder | $278 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |