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 | $51,929 | $83,477-37.8% | $125,175-58.5% | $72,985-28.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.62% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,730 | $2,345-26.2% | $3,865-55.2% | $2,440-29.1% |
| Participant deferral / active EE | $999 | $3,585-72.1% | $4,937-79.8% | $3,607-72.3% |
| Admin fee / account holder | $70 | $5,517-98.7% | $9,702-99.3% | $5,124-98.6% |