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 | $65,289 | $106,584-38.7% | $101,326-35.6% | $142,382-54.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.16% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $730 | $3,956-81.5% | $3,665-80.1% | $4,299-83.0% |
| Participant deferral / active EE | $1,797 | $8,297-78.3% | $7,994-77.5% | $6,507-72.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |