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 | $49,255 | $160,055-69.2% | $140,016-64.8% | $135,375-63.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | 3.01% | 911.38%-908.4pp | 651.12%-648.1pp | 519.73%-516.7pp |
| Employer contribution / active EE | $3,611 | $6,420-43.7% | $5,606-35.6% | $4,779-24.4% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $72 | $13,328-99.5% | $10,705-99.3% | $10,827-99.3% |