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 | $69,440 | $67,606+2.7% | $82,313-15.6% | $70,131-1.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.73% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,318 | $1,755+89.1% | $2,428+36.7% | $2,342+41.7% |
| Participant deferral / active EE | $357 | $2,987-88.0% | $3,706-90.4% | $3,332-89.3% |
| Admin fee / account holder | $73 | $4,512-98.4% | $5,608-98.7% | $4,645-98.4% |