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 | $34,509 | $76,000-54.6% | $154,107-77.6% | $64,186-46.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 16.58% | 30.32%-13.7pp | 735.12%-718.5pp | 7.63%+8.9pp |
| Employer contribution / active EE | $1,317 | $3,351-60.7% | $5,298-75.1% | $2,381-44.7% |
| Participant deferral / active EE | $857 | $3,175-73.0% | $5,081-83.1% | $3,470-75.3% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |