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 | $78,195 | $165,335-52.7% | $149,696-47.8% | $158,922-50.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.73% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,901 | $5,103-62.8% | $4,644-59.1% | $4,761-60.1% |
| Participant deferral / active EE | $2,281 | $7,181-68.2% | $6,842-66.7% | $5,982-61.9% |
| Admin fee / account holder | $98 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |