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 | $70,040 | $101,724-31.1% | $164,813-57.5% | $80,856-13.4% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.5pp | 67.6%+29.4pp |
| Annual return | 16.47% | 16.72%-0.2pp | 69.93%-53.5pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,664 | $2,953-9.8% | $4,341-38.6% | $2,755-3.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |