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 | $23,908 | $228,332-89.5% | $185,823-87.1% | $158,922-85.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.39% | 40.80%-34.4pp | 35.95%-29.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $945 | $6,415-85.3% | $5,632-83.2% | $5,982-84.2% |
| Admin fee / account holder | $142 | $11,864-98.8% | $9,500-98.5% | $11,246-98.7% |