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 | $12,747 | $90,503-85.9% | $78,689-83.8% | $273,961-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.43% | 75.60%-60.2pp | 62.18%-46.7pp | 41.45%-26.0pp |
| Employer contribution / active EE | $640 | $3,176-79.8% | $2,851-77.5% | $4,869-86.8% |
| Participant deferral / active EE | $227 | $3,901-94.2% | $3,517-93.5% | $5,287-95.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |