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 | $69,681 | $106,890-34.8% | $84,015-17.1% | $152,861-54.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.37% | 104.99%-78.6pp | 71.31%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $558 | $2,734-79.6% | $1,983-71.9% | $4,762-88.3% |
| Participant deferral / active EE | $520 | $4,011-87.0% | $3,239-83.9% | $5,850-91.1% |
| Admin fee / account holder | $17 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |