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 | $84,746 | $127,386-33.5% | $115,037-26.3% | $125,391-32.4% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 2.58% | 31.28%-28.7pp | 26.14%-23.6pp | 282.22%-279.6pp |
| Employer contribution / active EE | $958 | $5,166-81.4% | $4,608-79.2% | $4,866-80.3% |
| Participant deferral / active EE | $1,575 | $6,423-75.5% | $6,026-73.9% | $5,352-70.6% |
| Admin fee / account holder | $90 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |