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 | $57,503 | $48,230+19.2% | $67,502-14.8% | $80,856-28.9% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.6%+30.5pp |
| Annual return | 12.97% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $709 | $2,020-64.9% | $2,731-74.0% | $2,755-74.3% |
| Participant deferral / active EE | $709 | $2,924-75.7% | $4,000-82.3% | $4,296-83.5% |
| Admin fee / account holder | $68 | $3,681-98.1% | $3,998-98.3% | $6,918-99.0% |