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 | $33,067 | $93,071-64.5% | $74,583-55.7% | $273,961-87.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 5.78% | 26.18%-20.4pp | 20.47%-14.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,286 | $3,160+35.6% | $2,525+69.7% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $54 | $5,272-99.0% | $4,138-98.7% | $10,132-99.5% |