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 | $69,376 | $198,466-65.0% | $170,442-59.3% | $147,584-53.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.38% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,856 | $6,184-70.0% | $5,433-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $1,856 | $5,629-67.0% | $4,939-62.4% | $5,439-65.9% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |