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 | $66,700 | $48,364+37.9% | $71,796-7.1% | $62,891+6.1% |
| Participation rate | 82.5% | 60.6%+21.9pp | 69.1%+13.4pp | 69.3%+13.2pp |
| Annual return | 8.78% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,802 | $1,042+264.9% | $1,924+97.5% | $2,281+66.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |