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 | $36,227 | $72,492-50.0% | $87,100-58.4% | $72,985-50.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.96% | 24.46%-7.5pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $6,392 | $1,894+237.5% | $2,521+153.5% | $2,440+162.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $249 | $5,055-95.1% | $7,497-96.7% | $5,124-95.1% |