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 | $20,501 | $99,341-79.4% | $84,750-75.8% | $273,961-92.5% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 11.86% | 22.93%-11.1pp | 22.78%-10.9pp | 41.45%-29.6pp |
| Employer contribution / active EE | $8,350 | $4,214+98.2% | $3,574+133.6% | $4,869+71.5% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $123 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |