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 | $35,675 | $180,449-80.2% | $154,107-76.9% | $135,375-73.6% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | 4.50% | 888.09%-883.6pp | 735.12%-730.6pp | 519.73%-515.2pp |
| Employer contribution / active EE | $2,315 | $6,035-61.6% | $5,298-56.3% | $4,779-51.6% |
| Participant deferral / active EE | $1,779 | $5,806-69.4% | $5,081-65.0% | $5,609-68.3% |
| Admin fee / account holder | $122 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |