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 | $26,701 | $45,566-41.4% | $64,105-58.3% | $59,632-55.2% |
| Participation rate | 91.8% | 60.2%+31.6pp | 68.2%+23.6pp | 68.7%+23.1pp |
| Annual return | 47.68% | 4.95%+42.7pp | 791.24%-743.6pp | 2041.28%-1993.6pp |
| Employer contribution / active EE | $185 | $934-80.2% | $1,820-89.8% | $2,203-91.6% |
| Participant deferral / active EE | $535 | $2,057-74.0% | $2,822-81.1% | $3,192-83.3% |
| Admin fee / account holder | $133 | $3,268-95.9% | $4,499-97.0% | $4,297-96.9% |