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 | $44,563 | $127,065-64.9% | $113,168-60.6% | $142,382-68.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.75% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,667 | $3,442+93.7% | $2,975+124.1% | $4,299+55.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $280 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |