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 8-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 | $37,693 | $116,175-67.6% | $93,606-59.7% | $152,861-75.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.33% | 35.96%-18.6pp | 32.76%-15.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,249 | $3,218-30.1% | $2,718-17.2% | $4,762-52.8% |
| Participant deferral / active EE | $204 | $4,603-95.6% | $4,069-95.0% | $5,850-96.5% |
| Admin fee / account holder | $191 | $10,748-98.2% | $7,888-97.6% | $11,596-98.4% |