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 | $68,396 | $89,753-23.8% | $107,525-36.4% | $84,808-19.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.11% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $6,169 | $3,113+98.1% | $3,754+64.4% | $2,631+134.5% |
| Participant deferral / active EE | $388 | $4,056-90.4% | $5,116-92.4% | $4,212-90.8% |
| Admin fee / account holder | $227 | $7,222-96.9% | $8,919-97.5% | $7,344-96.9% |