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 | $25,941 | $53,127-51.2% | $86,590-70.0% | $70,131-63.0% |
| Participation rate | 98.2% | 65.3%+32.9pp | 73.5%+24.7pp | 69.5%+28.7pp |
| Annual return | 15.52% | 27.66%-12.1pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,521 | $2,068-26.5% | $2,839-46.4% | $2,342-35.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $140 | $3,585-96.1% | $4,906-97.2% | $4,645-97.0% |