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 | $74,356 | $81,632-8.9% | $70,449+5.5% | $158,922-53.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.02% | 208.40%-187.4pp | 109.03%-88.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,054 | $3,217-36.2% | $2,737-25.0% | $4,761-56.9% |
| Participant deferral / active EE | $662 | $4,554-85.5% | $3,709-82.2% | $5,982-88.9% |
| Admin fee / account holder | $156 | $6,193-97.5% | $3,845-95.9% | $11,246-98.6% |