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 | $240,814 | $157,256+53.1% | $141,162+70.6% | $152,861+57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.03% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,119 | $5,261-40.7% | $4,735-34.1% | $4,762-34.5% |
| Participant deferral / active EE | $1,938 | $7,109-72.7% | $6,709-71.1% | $5,850-66.9% |
| Admin fee / account holder | $62 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |