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 | $12,366 | $114,381-89.2% | $107,525-88.5% | $142,382-91.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.09% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,236 | $4,015-44.3% | $3,754-40.4% | $4,299-48.0% |
| Participant deferral / active EE | $267 | $5,564-95.2% | $5,116-94.8% | $6,507-95.9% |
| Admin fee / account holder | $254 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |