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 6-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 | $32,013 | $133,922-76.1% | $116,228-72.5% | $142,382-77.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.26% | 147.76%-136.5pp | 90.06%-78.8pp | 217.08%-205.8pp |
| Employer contribution / active EE | $9,125 | $3,446+164.8% | $2,994+204.7% | $4,299+112.3% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $168 | $14,945-98.9% | $11,989-98.6% | $12,624-98.7% |