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 | $50,417 | $135,952-62.9% | $123,892-59.3% | $273,961-81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.40% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,473 | $5,170-71.5% | $4,617-68.1% | $4,869-69.7% |
| Participant deferral / active EE | $987 | $6,343-84.4% | $5,984-83.5% | $5,287-81.3% |
| Admin fee / account holder | $204 | $9,817-97.9% | $8,357-97.6% | $10,132-98.0% |