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 | $71,575 | $78,694-9.0% | $67,652+5.8% | $125,391-42.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.15% | 9.46%-7.3pp | 6625.04%-6622.9pp | 282.22%-280.1pp |
| Employer contribution / active EE | $503 | $3,044-83.5% | $2,266-77.8% | $4,866-89.7% |
| Participant deferral / active EE | $1,109 | $4,292-74.2% | $3,560-68.8% | $5,352-79.3% |
| Admin fee / account holder | $122 | $7,403-98.4% | $4,821-97.5% | $9,540-98.7% |