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 | $42,342 | $117,841-64.1% | $102,423-58.7% | $145,922-71.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 9.95% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,064 | $5,731-81.4% | $5,053-78.9% | $6,688-84.1% |
| Admin fee / account holder | $51 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |