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 | $35,490 | $73,515-51.7% | $62,995-43.7% | $147,584-76.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.91% | 175.43%-159.5pp | 87.57%-71.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $707 | $3,320-78.7% | $2,759-74.4% | $4,876-85.5% |
| Participant deferral / active EE | $211 | $4,185-95.0% | $3,329-93.7% | $5,439-96.1% |
| Admin fee / account holder | $290 | $5,953-95.1% | $3,600-91.9% | $10,885-97.3% |