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 | $77,903 | $105,126-25.9% | $94,646-17.7% | $139,434-44.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.20% | 38.03%-14.8pp | 156.71%-133.5pp | 372.94%-349.7pp |
| Employer contribution / active EE | $7,631 | $4,106+85.9% | $3,672+107.8% | $4,751+60.6% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $22 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |