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 | $15,351 | $45,073-65.9% | $69,455-77.9% | $72,985-79.0% |
| Participation rate | 88.5% | 68.5%+20.0pp | 74.6%+13.9pp | 69.5%+19.0pp |
| Annual return | 17.61% | 22.65%-5.0pp | 28.97%-11.4pp | 81.00%-63.4pp |
| Employer contribution / active EE | $479 | $2,054-76.7% | $2,779-82.8% | $2,440-80.4% |
| Participant deferral / active EE | $80 | $2,602-96.9% | $3,535-97.7% | $3,607-97.8% |
| Admin fee / account holder | $273 | $3,056-91.1% | $3,839-92.9% | $5,124-94.7% |