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 | $62,437 | $112,096-44.3% | $95,952-34.9% | $158,922-60.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 31.32% | 171.09%-139.8pp | 91.61%-60.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $1,095 | $3,198-65.8% | $2,541-56.9% | $4,761-77.0% |
| Participant deferral / active EE | $118 | $4,784-97.5% | $4,167-97.2% | $5,982-98.0% |
| Admin fee / account holder | $30 | $10,130-99.7% | $6,795-99.6% | $11,246-99.7% |