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 | $37,816 | $197,591-80.9% | $177,821-78.7% | $158,922-76.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.88% | 58.76%-49.9pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,250 | $6,697-66.4% | $5,918-62.0% | $4,761-52.7% |
| Participant deferral / active EE | $1,814 | $8,405-78.4% | $7,714-76.5% | $5,982-69.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |