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 | $79,028 | $197,591-60.0% | $177,821-55.6% | $158,922-50.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.57% | 58.76%-48.2pp | 48.32%-37.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,959 | $6,697-70.7% | $5,918-66.9% | $4,761-58.9% |
| Participant deferral / active EE | $3,049 | $8,405-63.7% | $7,714-60.5% | $5,982-49.0% |
| Admin fee / account holder | $148 | $15,399-99.0% | $12,427-98.8% | $11,246-98.7% |