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 | $34,677 | $86,929-60.1% | $102,423-66.1% | $80,856-57.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.79% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $958 | $2,369-59.6% | $3,023-68.3% | $2,755-65.2% |
| Participant deferral / active EE | $1,123 | $4,118-72.7% | $5,053-77.8% | $4,296-73.9% |
| Admin fee / account holder | $283 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |