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 | $64,272 | $37,426+71.7% | $77,482-17.0% | $79,858-19.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 35.86% | 39.70%-3.8pp | 54.79%-18.9pp | 31.71%+4.1pp |
| Employer contribution / active EE | $3,033 | $637+376.4% | $986+207.5% | $2,471+22.8% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $214 | $2,504-91.5% | $2,858-92.5% | $5,306-96.0% |