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 | $38,048 | $117,983-67.8% | $101,794-62.6% | $142,382-73.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.58% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,837 | $2,773-33.7% | $2,289-19.7% | $4,299-57.3% |
| Participant deferral / active EE | $629 | $4,714-86.6% | $4,084-84.6% | $6,507-90.3% |
| Admin fee / account holder | $107 | $10,433-99.0% | $8,777-98.8% | $12,624-99.1% |