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 | $49,003 | $60,349-18.8% | $74,183-33.9% | $62,891-22.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.82% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,995 | $1,680+18.7% | $2,370-15.8% | $2,281-12.5% |
| Participant deferral / active EE | $617 | $2,856-78.4% | $3,550-82.6% | $3,203-80.7% |
| Admin fee / account holder | $221 | $4,261-94.8% | $5,586-96.1% | $4,296-94.9% |