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 | $31,778 | $88,751-64.2% | $81,812-61.2% | $145,922-78.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.71% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $478 | $3,083-84.5% | $2,912-83.6% | $4,660-89.8% |
| Participant deferral / active EE | $602 | $4,643-87.0% | $4,319-86.1% | $6,688-91.0% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |