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 | $19,594 | $117,841-83.4% | $102,423-80.9% | $145,922-86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,366 | $3,615-62.2% | $3,023-54.8% | $4,660-70.7% |
| Participant deferral / active EE | $1,111 | $5,731-80.6% | $5,053-78.0% | $6,688-83.4% |
| Admin fee / account holder | $169 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |