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 | $57,069 | $181,894-68.6% | $156,549-63.5% | $273,961-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.30% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,094 | $6,248-66.5% | $5,501-61.9% | $4,869-57.0% |
| Participant deferral / active EE | $965 | $5,550-82.6% | $4,871-80.2% | $5,287-81.7% |
| Admin fee / account holder | $25 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |