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 | $67,702 | $144,119-53.0% | $117,854-42.6% | $147,584-54.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.63% | 531.15%-520.5pp | 335.08%-324.4pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,398 | $4,896-71.5% | $3,786-63.1% | $4,876-71.3% |
| Participant deferral / active EE | $881 | $5,316-83.4% | $4,482-80.3% | $5,439-83.8% |
| Admin fee / account holder | $207 | $10,886-98.1% | $8,020-97.4% | $10,885-98.1% |