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 9-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 | $17,944 | $39,162-54.2% | $100,671-82.2% | $59,632-69.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.31% | 21.07%-19.8pp | 20.43%-19.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $558 | $1,151-51.5% | $4,012-86.1% | $2,203-74.7% |
| Participant deferral / active EE | $337 | $1,992-83.1% | $3,144-89.3% | $3,192-89.5% |
| Admin fee / account holder | $155 | $2,969-94.8% | $4,850-96.8% | $4,297-96.4% |