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 | $67,182 | $153,772-56.3% | $133,980-49.9% | $273,961-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.64% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,679 | $6,029-72.1% | $5,211-67.8% | $4,869-65.5% |
| Participant deferral / active EE | $1,815 | $6,958-73.9% | $6,282-71.1% | $5,287-65.7% |
| Admin fee / account holder | $29 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |