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 | $53,106 | $113,935-53.4% | $94,224-43.6% | $125,391-57.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 4.11% | 5.29%-1.2pp | 10.68%-6.6pp | 282.22%-278.1pp |
| Employer contribution / active EE | $1,313 | $4,727-72.2% | $3,587-63.4% | $4,866-73.0% |
| Participant deferral / active EE | $790 | $5,179-84.7% | $4,320-81.7% | $5,352-85.2% |
| Admin fee / account holder | $72 | $8,391-99.1% | $6,269-98.8% | $9,540-99.2% |