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 | $110,897 | $167,484-33.8% | $151,611-26.9% | $134,475-17.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -5.16% | 7.80%-13.0pp | 3.33%-8.5pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,559 | $6,829-77.2% | $6,166-74.7% | $4,740-67.1% |
| Participant deferral / active EE | $2,644 | $8,986-70.6% | $8,363-68.4% | $6,400-58.7% |
| Admin fee / account holder | $279 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |