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 | $55,306 | $153,311-63.9% | $109,313-49.4% | $273,961-79.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 6.66% | 29.86%-23.2pp | 22.07%-15.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,856 | $5,619+75.4% | $3,892+153.2% | $4,869+102.4% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $277 | $8,076-96.6% | $5,666-95.1% | $10,132-97.3% |