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 | $41,981 | $110,502-62.0% | $80,716-48.0% | $167,490-74.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.14% | 120.54%-108.4pp | 87.28%-75.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $411 | $1,543-73.4% | $1,160-64.6% | $4,837-91.5% |
| Participant deferral / active EE | $87 | $2,871-97.0% | $2,146-95.9% | $6,341-98.6% |
| Admin fee / account holder | $154 | $4,545-96.6% | $3,380-95.5% | $12,309-98.8% |