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 | $20,754 | $127,065-83.7% | $113,168-81.7% | $142,382-85.4% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 12.49% | 24.03%-11.5pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,198 | $3,442-65.2% | $2,975-59.7% | $4,299-72.1% |
| Participant deferral / active EE | $1,201 | $5,716-79.0% | $5,107-76.5% | $6,507-81.5% |
| Admin fee / account holder | $94 | $15,736-99.4% | $12,068-99.2% | $12,624-99.3% |