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 | $47,486 | $153,772-69.1% | $133,980-64.6% | $273,961-82.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 8.54% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,429 | $6,029-76.3% | $5,211-72.6% | $4,869-70.7% |
| Participant deferral / active EE | $1,975 | $6,958-71.6% | $6,282-68.6% | $5,287-62.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |