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 | $27,817 | $102,604-72.9% | $86,188-67.7% | $139,434-80.1% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 10.42% | 1922.51%-1912.1pp | 1168.45%-1158.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $13,463 | $3,032+344.0% | $2,380+465.6% | $4,751+183.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $26 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |