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 | $109,949 | $113,339-3.0% | $94,993+15.7% | $147,584-25.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.49% | 20.77%+0.7pp | 27.12%-5.6pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,941 | $3,160-6.9% | $2,603+13.0% | $4,876-39.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $190 | $6,063-96.9% | $4,960-96.2% | $10,885-98.3% |