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 | $80,803 | $50,958+58.6% | $74,550+8.4% | $64,186+25.9% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | -3.80% | -1.86%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,866 | $1,115+246.6% | $1,961+97.1% | $2,381+62.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $214 | $4,223-94.9% | $5,060-95.8% | $4,888-95.6% |