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 | $36,862 | $100,852-63.4% | $90,404-59.2% | $158,922-76.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.30% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $958 | $3,689-74.0% | $3,262-70.6% | $4,761-79.9% |
| Participant deferral / active EE | $335 | $4,348-92.3% | $3,963-91.5% | $5,982-94.4% |
| Admin fee / account holder | $145 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |