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 | $87,311 | $152,587-42.8% | $125,175-30.2% | $152,861-42.9% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 23.80% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,332 | $4,946-73.1% | $3,865-65.5% | $4,762-72.0% |
| Participant deferral / active EE | $1,662 | $5,868-71.7% | $4,937-66.3% | $5,850-71.6% |
| Admin fee / account holder | $99 | $13,434-99.3% | $9,702-99.0% | $11,596-99.1% |