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 | $32,861 | $102,966-68.1% | $90,281-63.6% | $152,861-78.5% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 17.08% | 95.16%-78.1pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $4,785 | $3,139+52.5% | $2,854+67.6% | $4,762+0.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9 | $6,171-99.9% | $5,351-99.8% | $11,596-99.9% |