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 | $38,933 | $106,515-63.4% | $96,683-59.7% | $139,434-72.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.98% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,619 | $4,103-60.6% | $3,737-56.7% | $4,751-65.9% |
| Participant deferral / active EE | $1,240 | $5,454-77.3% | $4,878-74.6% | $6,710-81.5% |
| Admin fee / account holder | $7 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |