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 | $54,678 | $148,978-63.3% | $200,582-72.7% | $84,808-35.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.12% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $7,728 | $4,815+60.5% | $6,419+20.4% | $2,631+193.7% |
| Participant deferral / active EE | $1,226 | $7,142-82.8% | $9,331-86.9% | $4,212-70.9% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |