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 | $26,862 | $93,571-71.3% | $135,903-80.2% | $75,163-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.07% | 30.90%-7.8pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,724 | $3,537-51.3% | $4,856-64.5% | $2,670-35.4% |
| Participant deferral / active EE | $1,959 | $6,404-69.4% | $7,758-74.8% | $4,125-52.5% |
| Admin fee / account holder | $271 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |