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 | $17,415 | $117,983-85.2% | $101,794-82.9% | $142,382-87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.96% | 36.92%-26.0pp | 30.53%-19.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $832 | $4,714-82.4% | $4,084-79.6% | $6,507-87.2% |
| Admin fee / account holder | $251 | $10,433-97.6% | $8,777-97.1% | $12,624-98.0% |