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 | $59,249 | $180,449-67.2% | $154,107-61.6% | $135,375-56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.31% | 888.09%-886.8pp | 735.12%-733.8pp | 519.73%-518.4pp |
| Employer contribution / active EE | $2,090 | $6,035-65.4% | $5,298-60.6% | $4,779-56.3% |
| Participant deferral / active EE | $1,750 | $5,806-69.9% | $5,081-65.6% | $5,609-68.8% |
| Admin fee / account holder | -$11 | $16,143-100.1% | $13,411-100.1% | $10,827-100.1% |