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 | $40,491 | $152,587-73.5% | $125,175-67.7% | $152,861-73.5% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 27.14% | 54.84%-27.7pp | 43.79%-16.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,113 | $4,946-77.5% | $3,865-71.2% | $4,762-76.6% |
| Participant deferral / active EE | $1,551 | $5,868-73.6% | $4,937-68.6% | $5,850-73.5% |
| Admin fee / account holder | $18 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |