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 | $131,703 | $108,172+21.8% | $77,482+70.0% | $158,922-17.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.50% | 31.67%-17.2pp | 54.79%-40.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $30 | $1,325-97.7% | $986-97.0% | $4,761-99.4% |
| Participant deferral / active EE | $30 | $2,456-98.8% | $1,861-98.4% | $5,982-99.5% |
| Admin fee / account holder | $179 | $3,708-95.2% | $2,858-93.8% | $11,246-98.4% |