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 | $73,767 | $152,587-51.7% | $125,175-41.1% | $152,861-51.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.09% | 54.84%-36.7pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,724 | $4,946-65.2% | $3,865-55.4% | $4,762-63.8% |
| Participant deferral / active EE | $730 | $5,868-87.6% | $4,937-85.2% | $5,850-87.5% |
| Admin fee / account holder | $284 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |