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 9-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 | $75,242 | $85,766-12.3% | $136,294-44.8% | $70,131+7.3% |
| Participation rate | 96.2% | 74.2%+22.1pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,716 | $2,966-42.1% | $4,695-63.4% | $2,342-26.7% |
| Participant deferral / active EE | $1,278 | $5,051-74.7% | $6,247-79.5% | $3,332-61.7% |
| Admin fee / account holder | $31 | $5,420-99.4% | $9,243-99.7% | $4,645-99.3% |