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 | $40,752 | $127,777-68.1% | $106,548-61.8% | $167,490-75.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.27% | 33.87%-17.6pp | 26.80%-10.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $837 | $3,427-75.6% | $2,819-70.3% | $4,837-82.7% |
| Participant deferral / active EE | $409 | $5,087-92.0% | $4,398-90.7% | $6,341-93.6% |
| Admin fee / account holder | $26 | $11,228-99.8% | $7,407-99.6% | $12,309-99.8% |