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 | $40,408 | $202,318-80.0% | $172,739-76.6% | $152,861-73.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.03% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,621 | $5,856-38.2% | $5,143-29.6% | $4,762-24.0% |
| Participant deferral / active EE | $1,449 | $5,948-75.6% | $5,198-72.1% | $5,850-75.2% |
| Admin fee / account holder | $104 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |