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 | $12,344 | $54,762-77.5% | $90,281-86.3% | $72,985-83.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.09% | 30.63%-10.5pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $639 | $2,092-69.5% | $2,854-77.6% | $2,440-73.8% |
| Participant deferral / active EE | $690 | $2,887-76.1% | $3,885-82.2% | $3,607-80.9% |
| Admin fee / account holder | $112 | $3,972-97.2% | $5,351-97.9% | $5,124-97.8% |