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 | $23,206 | $157,256-85.2% | $141,162-83.6% | $152,861-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.68% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,555 | $5,261-70.5% | $4,735-67.2% | $4,762-67.4% |
| Participant deferral / active EE | $584 | $7,109-91.8% | $6,709-91.3% | $5,850-90.0% |
| Admin fee / account holder | $133 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |