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 | $39,796 | $153,772-74.1% | $133,980-70.3% | $273,961-85.5% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 4.72% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,086 | $6,029-65.4% | $5,211-60.0% | $4,869-57.1% |
| Participant deferral / active EE | $2,186 | $6,958-68.6% | $6,282-65.2% | $5,287-58.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |