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 | $39,696 | $89,698-55.7% | $103,476-61.6% | $80,856-50.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 20.06% | 22.78%-2.7pp | 23.90%-3.8pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,026 | $4,018-74.5% | $4,672-78.0% | $2,755-62.8% |
| Participant deferral / active EE | $489 | $5,456-91.0% | $6,623-92.6% | $4,296-88.6% |
| Admin fee / account holder | $273 | $6,768-96.0% | $9,413-97.1% | $6,918-96.1% |