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 | $12,799 | $109,327-88.3% | $89,391-85.7% | $158,922-91.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.94% | 345.68%-333.7pp | 245.62%-233.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,983 | $3,170-37.4% | $2,586-23.3% | $4,761-58.4% |
| Participant deferral / active EE | $720 | $4,598-84.3% | $3,890-81.5% | $5,982-88.0% |
| Admin fee / account holder | $119 | $6,153-98.1% | $4,881-97.6% | $11,246-98.9% |