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 | $100,721 | $232,540-56.7% | $185,117-45.6% | $147,584-31.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.70% | 43.03%-34.3pp | 40.50%-31.8pp | 578.55%-569.8pp |
| Employer contribution / active EE | $624 | $5,195-88.0% | $4,182-85.1% | $4,876-87.2% |
| Participant deferral / active EE | $624 | $5,834-89.3% | $5,045-87.6% | $5,439-88.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |