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 | $30,695 | $70,756-56.6% | $65,493-53.1% | $142,382-78.4% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 18.07% | 1754.89%-1736.8pp | 982.45%-964.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,724 | $2,881-40.2% | $2,574-33.0% | $4,299-59.9% |
| Participant deferral / active EE | $362 | $4,637-92.2% | $3,961-90.9% | $6,507-94.4% |
| Admin fee / account holder | $58 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |