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 | $30,309 | $117,381-74.2% | $99,443-69.5% | $152,861-80.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 8.98% | 31.87%-22.9pp | 30.72%-21.7pp | 345.32%-336.3pp |
| Employer contribution / active EE | $237 | $3,013-92.1% | $2,540-90.7% | $4,762-95.0% |
| Participant deferral / active EE | $489 | $4,086-88.0% | $3,619-86.5% | $5,850-91.6% |
| Admin fee / account holder | $2 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |