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 | $26,013 | $112,881-77.0% | $90,951-71.4% | $158,922-83.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 14.80% | 215.79%-201.0pp | 134.60%-119.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,505 | $2,893-48.0% | $2,122-29.1% | $4,761-68.4% |
| Participant deferral / active EE | $719 | $4,128-82.6% | $3,373-78.7% | $5,982-88.0% |
| Admin fee / account holder | $43 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |