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 | $43,147 | $214,378-79.9% | $200,582-78.5% | $142,382-69.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,726 | $6,841-74.8% | $6,419-73.1% | $4,299-59.8% |
| Participant deferral / active EE | $1,491 | $9,865-84.9% | $9,331-84.0% | $6,507-77.1% |
| Admin fee / account holder | $26 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |