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 | $45,948 | $104,486-56.0% | $76,817-40.2% | $152,861-69.9% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.4%-2.4pp |
| Annual return | 19.23% | 1013.37%-994.1pp | 1166.11%-1146.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $354 | $3,116-88.6% | $2,302-84.6% | $4,762-92.6% |
| Participant deferral / active EE | $354 | $4,236-91.6% | $3,336-89.4% | $5,850-93.9% |
| Admin fee / account holder | $6 | $12,275-100.0% | $6,420-99.9% | $11,596-100.0% |