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 | $31,725 | $176,812-82.1% | $146,665-78.4% | $167,490-81.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.91% | 24.03%-8.1pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,594 | $5,160-69.1% | $4,136-61.5% | $4,837-67.0% |
| Participant deferral / active EE | $1,923 | $6,440-70.1% | $5,506-65.1% | $6,341-69.7% |
| Admin fee / account holder | $11 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |