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 | $34,970 | $85,022-58.9% | $70,515-50.4% | $139,434-74.9% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 20.21% | 30.38%-10.2pp | 32.77%-12.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $9,285 | $3,909+137.5% | $2,973+212.3% | $4,751+95.4% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $17 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |