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 | $35,219 | $96,557-63.5% | $80,975-56.5% | $273,961-87.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.69% | 15.14%-11.4pp | 17.10%-13.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $8,722 | $4,868+79.2% | $3,714+134.8% | $4,869+79.1% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $285 | $7,492-96.2% | $5,516-94.8% | $10,132-97.2% |