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 | $39,069 | $73,515-46.9% | $62,995-38.0% | $147,584-73.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.64% | 175.43%-158.8pp | 87.57%-70.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $393 | $3,320-88.2% | $2,759-85.8% | $4,876-91.9% |
| Participant deferral / active EE | $644 | $4,185-84.6% | $3,329-80.7% | $5,439-88.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |