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 | $24,168 | $109,327-77.9% | $89,391-73.0% | $158,922-84.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.63% | 345.68%-334.0pp | 245.62%-234.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $10,213 | $3,170+222.2% | $2,586+295.0% | $4,761+114.5% |
| Participant deferral / active EE | $526 | $4,598-88.6% | $3,890-86.5% | $5,982-91.2% |
| Admin fee / account holder | $36 | $6,153-99.4% | $4,881-99.3% | $11,246-99.7% |