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 | $29,889 | $109,982-72.8% | $97,226-69.3% | $145,922-79.5% |
| Participation rate | 86.7% | 75.9%+10.7pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 9.63% | 242.90%-233.3pp | 75.13%-65.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $180 | $4,676-96.1% | $4,264-95.8% | $6,688-97.3% |
| Admin fee / account holder | $46 | $6,221-99.3% | $5,654-99.2% | $13,397-99.7% |