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 | $42,917 | $105,859-59.5% | $90,160-52.4% | $147,584-70.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.37% | 37.63%-23.3pp | 34.88%-20.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,385 | $4,126-18.0% | $3,318+2.0% | $4,876-30.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |