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 8-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 | $61,293 | $104,974-41.6% | $95,585-35.9% | $142,382-57.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.55% | 210.33%-192.8pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $526 | $2,779-81.1% | $2,527-79.2% | $4,299-87.8% |
| Participant deferral / active EE | $618 | $4,352-85.8% | $4,023-84.6% | $6,507-90.5% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |