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 | $74,246 | $177,572-58.2% | $154,803-52.0% | $142,382-47.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,370 | $4,810-50.7% | $4,305-45.0% | $4,299-44.9% |
| Participant deferral / active EE | $1,138 | $6,272-81.9% | $5,540-79.5% | $6,507-82.5% |
| Admin fee / account holder | $179 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |