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 | $16,704 | $48,795-65.8% | $65,493-74.5% | $84,808-80.3% |
| Participation rate | 86.5% | 67.0%+19.5pp | 73.1%+13.4pp | 68.3%+18.2pp |
| Annual return | 15.72% | 20.20%-4.5pp | 982.45%-966.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,173 | $1,930+12.6% | $2,574-15.6% | $2,631-17.4% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $22 | $3,877-99.4% | $5,028-99.6% | $7,344-99.7% |