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 | $18,514 | $105,859-82.5% | $90,160-79.5% | $147,584-87.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 34.08% | 37.63%-3.5pp | 34.88%-0.8pp | 578.55%-544.5pp |
| Employer contribution / active EE | $2,757 | $4,126-33.2% | $3,318-16.9% | $4,876-43.5% |
| Participant deferral / active EE | $338 | $5,733-94.1% | $5,288-93.6% | $5,439-93.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |