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 | $35,762 | $102,616-65.1% | $81,983-56.4% | $158,922-77.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.46% | 61.04%-44.6pp | 41.31%-24.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $593 | $3,240-81.7% | $2,498-76.3% | $4,761-87.5% |
| Participant deferral / active EE | $593 | $4,648-87.2% | $3,722-84.1% | $5,982-90.1% |
| Admin fee / account holder | $37 | $8,235-99.5% | $5,664-99.3% | $11,246-99.7% |