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 | $23,944 | $107,334-77.7% | $92,893-74.2% | $152,861-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.84% | 145.58%-123.7pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,200 | $4,221-71.6% | $3,653-67.2% | $4,762-74.8% |
| Participant deferral / active EE | $1,200 | $4,845-75.2% | $4,236-71.7% | $5,850-79.5% |
| Admin fee / account holder | $288 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |