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 | $30,128 | $107,334-71.9% | $92,893-67.6% | $152,861-80.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.19% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,497 | $4,221-64.5% | $3,653-59.0% | $4,762-68.6% |
| Participant deferral / active EE | $796 | $4,845-83.6% | $4,236-81.2% | $5,850-86.4% |
| Admin fee / account holder | $121 | $7,079-98.3% | $5,794-97.9% | $11,596-99.0% |