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 | $21,960 | $129,942-83.1% | $104,294-78.9% | $134,475-83.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 1.14% | 42.03%-40.9pp | 24.61%-23.5pp | 417.96%-416.8pp |
| Employer contribution / active EE | $1,180 | $4,184-71.8% | $3,372-65.0% | $4,740-75.1% |
| Participant deferral / active EE | $792 | $5,588-85.8% | $4,625-82.9% | $6,400-87.6% |
| Admin fee / account holder | $255 | $9,323-97.3% | $7,339-96.5% | $11,426-97.8% |