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 | $55,852 | $165,335-66.2% | $149,696-62.7% | $158,922-64.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.35% | 348.15%-339.8pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,144 | $5,103-77.6% | $4,644-75.4% | $4,761-76.0% |
| Participant deferral / active EE | $1,911 | $7,181-73.4% | $6,842-72.1% | $5,982-68.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |