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 | $44,941 | $60,892-26.2% | $82,389-45.5% | $84,808-47.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 14.21% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,978 | $1,779+11.2% | $2,517-21.4% | $2,631-24.8% |
| Participant deferral / active EE | $918 | $3,179-71.1% | $4,155-77.9% | $4,212-78.2% |
| Admin fee / account holder | $62 | $5,467-98.9% | $7,231-99.1% | $7,344-99.1% |