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 | $10,799 | $69,518-84.5% | $59,878-82.0% | $135,375-92.0% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.7%+18.2pp | 82.6%+10.2pp |
| Annual return | -0.22% | 7.94%-8.2pp | 3.46%-3.7pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,373 | $3,235-57.6% | $2,722-49.6% | $4,779-71.3% |
| Participant deferral / active EE | $325 | $4,206-92.3% | $3,402-90.4% | $5,609-94.2% |
| Admin fee / account holder | $146 | $5,734-97.5% | $3,590-95.9% | $10,827-98.7% |