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 | $34,963 | $104,907-66.7% | $84,611-58.7% | $152,861-77.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 21.55% | 373.79%-352.2pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $662 | $3,302-79.9% | $2,652-75.0% | $4,762-86.1% |
| Participant deferral / active EE | $693 | $4,688-85.2% | $3,899-82.2% | $5,850-88.1% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |