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 | $12,520 | $99,020-87.4% | $86,590-85.5% | $147,584-91.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.32% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,379 | $3,132-24.0% | $2,839-16.2% | $4,876-51.2% |
| Participant deferral / active EE | $447 | $3,972-88.8% | $3,609-87.6% | $5,439-91.8% |
| Admin fee / account holder | $191 | $5,710-96.6% | $4,906-96.1% | $10,885-98.2% |