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 | $41,004 | $98,463-58.4% | $119,258-65.6% | $85,850-52.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 13.60% | 38.53%-24.9pp | 30.69%-17.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,363 | $3,698-36.1% | $4,384-46.1% | $2,565-7.9% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $175 | $7,493-97.7% | $7,226-97.6% | $6,260-97.2% |