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 | $24,869 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.90% | 348.15%-336.2pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,540 | $5,103-69.8% | $4,644-66.8% | $4,761-67.7% |
| Participant deferral / active EE | $938 | $7,181-86.9% | $6,842-86.3% | $5,982-84.3% |
| Admin fee / account holder | $135 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |