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 | $26,901 | $176,056-84.7% | $159,436-83.1% | $167,490-83.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 24.42% | 331.75%-307.3pp | 263.57%-239.1pp | 478.56%-454.1pp |
| Employer contribution / active EE | $1,482 | $5,297-72.0% | $4,829-69.3% | $4,837-69.4% |
| Participant deferral / active EE | $2,473 | $7,750-68.1% | $7,352-66.4% | $6,341-61.0% |
| Admin fee / account holder | $27 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |