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 | $50,652 | $179,726-71.8% | $156,263-67.6% | $142,382-64.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.01% | 77.86%-62.8pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,962 | $5,069-61.3% | $4,333-54.7% | $4,299-54.4% |
| Participant deferral / active EE | $1,615 | $6,956-76.8% | $6,158-73.8% | $6,507-75.2% |
| Admin fee / account holder | $9 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |