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 | $18,099 | $118,849-84.8% | $96,562-81.3% | $167,490-89.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.97% | 50.49%-39.5pp | 37.78%-26.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,783 | $3,120-42.9% | $2,356-24.4% | $4,837-63.1% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $215 | $8,065-97.3% | $6,181-96.5% | $12,309-98.3% |