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 | $40,232 | $100,773-60.1% | $88,946-54.8% | $142,382-71.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.18% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,299 | $2,918-55.5% | $2,555-49.2% | $4,299-69.8% |
| Participant deferral / active EE | $704 | $5,230-86.5% | $4,581-84.6% | $6,507-89.2% |
| Admin fee / account holder | $219 | $9,693-97.7% | $8,261-97.3% | $12,624-98.3% |