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 | $36,967 | $85,766-56.9% | $136,294-72.9% | $70,131-47.3% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 14.80% | 31.45%-16.7pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,406 | $2,966-52.6% | $4,695-70.0% | $2,342-40.0% |
| Participant deferral / active EE | $1,734 | $5,051-65.7% | $6,247-72.2% | $3,332-48.0% |
| Admin fee / account holder | $23 | $5,420-99.6% | $9,243-99.8% | $4,645-99.5% |