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 | $56,619 | $157,256-64.0% | $141,162-59.9% | $152,861-63.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 34.53% | 64.32%-29.8pp | 71.39%-36.9pp | 345.32%-310.8pp |
| Employer contribution / active EE | $1,699 | $5,261-67.7% | $4,735-64.1% | $4,762-64.3% |
| Participant deferral / active EE | $2,124 | $7,109-70.1% | $6,709-68.3% | $5,850-63.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |