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 | $41,712 | $162,781-74.4% | $133,956-68.9% | $158,922-73.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.69% | 41.94%-25.3pp | 45.09%-28.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $7,130 | $4,975+43.3% | $3,919+81.9% | $4,761+49.7% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $204 | $11,736-98.3% | $8,927-97.7% | $11,246-98.2% |