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 | $21,405 | $104,907-79.6% | $84,611-74.7% | $152,861-86.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 16.37% | 373.79%-357.4pp | 258.74%-242.4pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,399 | $3,302-27.3% | $2,652-9.6% | $4,762-49.6% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $276 | $6,241-95.6% | $4,912-94.4% | $11,596-97.6% |