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 | $49,597 | $72,404-31.5% | $110,238-55.0% | $64,186-22.7% |
| Participation rate | 97.6% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+28.0pp |
| Annual return | 14.09% | -6.29%+20.4pp | 314.74%-300.6pp | 7.63%+6.5pp |
| Employer contribution / active EE | $1,304 | $2,282-42.8% | $3,826-65.9% | $2,381-45.2% |
| Participant deferral / active EE | $845 | $3,469-75.6% | $4,672-81.9% | $3,470-75.6% |
| Admin fee / account holder | $164 | $5,664-97.1% | $8,547-98.1% | $4,888-96.7% |