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 | $53,888 | $77,899-30.8% | $149,673-64.0% | $75,163-28.3% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 13.76% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,143 | $3,137-63.6% | $4,818-76.3% | $2,670-57.2% |
| Participant deferral / active EE | $117 | $3,411-96.6% | $5,680-97.9% | $4,125-97.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |