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 | $22,288 | $99,032-77.5% | $80,019-72.1% | $135,375-83.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.07% | 15.39%-15.3pp | 11.22%-11.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,870 | $3,043+27.1% | $2,468+56.8% | $4,779-19.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $75 | $10,436-99.3% | $6,521-98.8% | $10,827-99.3% |