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 | $54,823 | $99,032-44.6% | $80,019-31.5% | $135,375-59.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 3.16% | 15.39%-12.2pp | 11.22%-8.1pp | 519.73%-516.6pp |
| Employer contribution / active EE | $1,282 | $3,043-57.9% | $2,468-48.1% | $4,779-73.2% |
| Participant deferral / active EE | $896 | $4,282-79.1% | $3,686-75.7% | $5,609-84.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |