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 | $35,051 | $115,882-69.8% | $100,516-65.1% | $158,922-77.9% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 15.74% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $812 | $4,103-80.2% | $3,418-76.2% | $4,761-82.9% |
| Participant deferral / active EE | $1,872 | $6,674-72.0% | $6,270-70.1% | $5,982-68.7% |
| Admin fee / account holder | $144 | $10,995-98.7% | $8,081-98.2% | $11,246-98.7% |