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 | $18,103 | $183,519-90.1% | $155,509-88.4% | $145,922-87.6% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 18.37% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,413 | $5,313-73.4% | $4,672-69.8% | $4,660-69.7% |
| Participant deferral / active EE | $833 | $6,462-87.1% | $5,626-85.2% | $6,688-87.5% |
| Admin fee / account holder | $247 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |