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 | $32,480 | $162,781-80.0% | $133,956-75.8% | $158,922-79.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.58% | 41.94%-18.4pp | 45.09%-21.5pp | 302.83%-279.2pp |
| Employer contribution / active EE | $4,546 | $4,975-8.6% | $3,919+16.0% | $4,761-4.5% |
| Participant deferral / active EE | $505 | $5,911-91.5% | $5,048-90.0% | $5,982-91.6% |
| Admin fee / account holder | $227 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |