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 | $131,055 | $105,630+24.1% | $87,507+49.8% | $273,961-52.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.31% | 12.25%-6.9pp | 12.21%-6.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $6,250 | $3,141+99.0% | $2,550+145.1% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $261 | $4,781-94.5% | $4,221-93.8% | $10,132-97.4% |