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 | $29,385 | $98,240-70.1% | $82,313-64.3% | $147,584-80.1% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 11.09% | 30.85%-19.8pp | 25.88%-14.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,778 | $3,192-13.0% | $2,428+14.4% | $4,876-43.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $232 | $8,563-97.3% | $5,608-95.9% | $10,885-97.9% |