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 | $27,076 | $163,101-83.4% | $136,749-80.2% | $142,382-81.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.92% | 27.54%-11.6pp | 24.33%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $990 | $4,117-76.0% | $3,400-70.9% | $4,299-77.0% |
| Participant deferral / active EE | $719 | $5,585-87.1% | $4,692-84.7% | $6,507-88.9% |
| Admin fee / account holder | $37 | $14,318-99.7% | $11,386-99.7% | $12,624-99.7% |