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 8-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 | $26,187 | $107,334-75.6% | $92,893-71.8% | $152,861-82.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.26% | 145.58%-125.3pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,095 | $4,221-74.0% | $3,653-70.0% | $4,762-77.0% |
| Participant deferral / active EE | $884 | $4,845-81.8% | $4,236-79.1% | $5,850-84.9% |
| Admin fee / account holder | $220 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |