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 | $71,947 | $181,894-60.4% | $156,549-54.0% | $273,961-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $10,000 | $6,248+60.1% | $5,501+81.8% | $4,869+105.4% |
| Participant deferral / active EE | $150 | $5,550-97.3% | $4,871-96.9% | $5,287-97.2% |
| Admin fee / account holder | $228 | $15,559-98.5% | $13,027-98.3% | $10,132-97.8% |