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 7-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 | $23,945 | $105,931-77.4% | $81,930-70.8% | $158,922-84.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 33.56% | 38.17%-4.6pp | 29.49%+4.1pp | 302.83%-269.3pp |
| Employer contribution / active EE | $11,649 | $7,800+49.4% | $4,310+170.3% | $4,761+144.7% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $83 | $8,489-99.0% | $5,158-98.4% | $11,246-99.3% |