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 | $49,874 | $34,308+45.4% | $74,701-33.2% | $72,985-31.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 27.03% | 26.58%+0.5pp | 752.92%-725.9pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,250 | $692+369.9% | $1,084+199.9% | $2,440+33.2% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $193 | $2,124-90.9% | $3,333-94.2% | $5,124-96.2% |