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 | $26,386 | $118,849-77.8% | $96,562-72.7% | $167,490-84.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.46% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $578 | $3,120-81.5% | $2,356-75.5% | $4,837-88.1% |
| Participant deferral / active EE | $955 | $4,616-79.3% | $3,849-75.2% | $6,341-84.9% |
| Admin fee / account holder | $97 | $8,065-98.8% | $6,181-98.4% | $12,309-99.2% |