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 | $35,782 | $115,882-69.1% | $100,516-64.4% | $158,922-77.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 41.45% | 34.79%+6.7pp | 30.89%+10.6pp | 302.83%-261.4pp |
| Employer contribution / active EE | $1,137 | $4,103-72.3% | $3,418-66.7% | $4,761-76.1% |
| Participant deferral / active EE | $1,350 | $6,674-79.8% | $6,270-78.5% | $5,982-77.4% |
| Admin fee / account holder | $10 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |