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 | $28,510 | $100,852-71.7% | $90,404-68.5% | $158,922-82.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 7.38% | 1724.20%-1716.8pp | 1293.02%-1285.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $407 | $3,689-89.0% | $3,262-87.5% | $4,761-91.5% |
| Participant deferral / active EE | $654 | $4,348-85.0% | $3,963-83.5% | $5,982-89.1% |
| Admin fee / account holder | $296 | $6,501-95.5% | $5,611-94.7% | $11,246-97.4% |