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 | $117,344 | $99,032+18.5% | $80,019+46.6% | $135,375-13.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.07% | 15.39%-8.3pp | 11.22%-4.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,395 | $3,043-54.2% | $2,468-43.5% | $4,779-70.8% |
| Participant deferral / active EE | $926 | $4,282-78.4% | $3,686-74.9% | $5,609-83.5% |
| Admin fee / account holder | $16 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |