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 | $15,299 | $69,518-78.0% | $59,878-74.4% | $135,375-88.7% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.7%+12.0pp | 82.6%+4.0pp |
| Annual return | 42.60% | 7.94%+34.7pp | 3.46%+39.1pp | 519.73%-477.1pp |
| Employer contribution / active EE | $2,162 | $3,235-33.1% | $2,722-20.5% | $4,779-54.7% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $43 | $5,734-99.2% | $3,590-98.8% | $10,827-99.6% |