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 | $15,834 | $54,762-71.1% | $90,281-82.5% | $72,985-78.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.50% | 30.63%-13.1pp | 78.10%-60.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,276 | $2,092-39.0% | $2,854-55.3% | $2,440-47.7% |
| Participant deferral / active EE | $259 | $2,887-91.0% | $3,885-93.3% | $3,607-92.8% |
| Admin fee / account holder | $180 | $3,972-95.5% | $5,351-96.6% | $5,124-96.5% |