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 | $32,745 | $157,256-79.2% | $141,162-76.8% | $152,861-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.21% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $964 | $5,261-81.7% | $4,735-79.7% | $4,762-79.8% |
| Participant deferral / active EE | $1,959 | $7,109-72.4% | $6,709-70.8% | $5,850-66.5% |
| Admin fee / account holder | $165 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |