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 | $39,297 | $202,318-80.6% | $172,739-77.3% | $152,861-74.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 17.27% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,974 | $5,856-66.3% | $5,143-61.6% | $4,762-58.5% |
| Participant deferral / active EE | $1,798 | $5,948-69.8% | $5,198-65.4% | $5,850-69.3% |
| Admin fee / account holder | $279 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |