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 | $24,030 | $133,922-82.1% | $116,228-79.3% | $142,382-83.1% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 16.22% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $700 | $5,672-87.7% | $4,953-85.9% | $6,507-89.2% |
| Admin fee / account holder | $3 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |