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 5-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 | $15,471 | $104,974-85.3% | $95,585-83.8% | $142,382-89.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.89% | 210.33%-190.4pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $546 | $2,779-80.4% | $2,527-78.4% | $4,299-87.3% |
| Participant deferral / active EE | $533 | $4,352-87.7% | $4,023-86.7% | $6,507-91.8% |
| Admin fee / account holder | $28 | $6,386-99.6% | $6,127-99.5% | $12,624-99.8% |