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 | $41,325 | $93,024-55.6% | $77,024-46.3% | $134,475-69.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 4.10% | 62.60%-58.5pp | 42.32%-38.2pp | 417.96%-413.9pp |
| Employer contribution / active EE | $61,000 | $3,418+1684.7% | $2,812+2069.1% | $4,740+1187.0% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10 | $6,944-99.9% | $5,425-99.8% | $11,426-99.9% |