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 | $32,673 | $86,929-62.4% | $102,423-68.1% | $80,856-59.6% |
| Participation rate | 71.8% | 72.4%-0.6pp | 76.5%-4.7pp | 67.6%+4.2pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,353 | $2,369-42.9% | $3,023-55.3% | $2,755-50.9% |
| Participant deferral / active EE | $1,367 | $4,118-66.8% | $5,053-73.0% | $4,296-68.2% |
| Admin fee / account holder | $142 | $8,049-98.2% | $9,451-98.5% | $6,918-97.9% |