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 | $41,753 | $140,588-70.3% | $123,104-66.1% | $125,391-66.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.96% | 16.80%-15.8pp | 13.22%-12.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,685 | $6,041-72.1% | $5,151-67.3% | $4,866-65.4% |
| Participant deferral / active EE | $591 | $6,980-91.5% | $6,230-90.5% | $5,352-89.0% |
| Admin fee / account holder | $67 | $11,198-99.4% | $9,015-99.3% | $9,540-99.3% |