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 | $41,394 | $153,772-73.1% | $133,980-69.1% | $273,961-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.85% | 36.51%-31.7pp | 29.30%-24.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $3,203 | $6,029-46.9% | $5,211-38.5% | $4,869-34.2% |
| Participant deferral / active EE | $1,515 | $6,958-78.2% | $6,282-75.9% | $5,287-71.3% |
| Admin fee / account holder | $5 | $11,765-100.0% | $9,324-99.9% | $10,132-100.0% |