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 4-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 | $25,049 | $114,381-78.1% | $107,525-76.7% | $142,382-82.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.13% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,300 | $4,015-67.6% | $3,754-65.4% | $4,299-69.8% |
| Participant deferral / active EE | $1,003 | $5,564-82.0% | $5,116-80.4% | $6,507-84.6% |
| Admin fee / account holder | $76 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |