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 | $86,505 | $228,332-62.1% | $185,823-53.4% | $158,922-45.6% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 10.10% | 40.80%-30.7pp | 35.95%-25.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $869 | $4,967-82.5% | $4,087-78.7% | $4,761-81.8% |
| Participant deferral / active EE | $1,086 | $6,415-83.1% | $5,632-80.7% | $5,982-81.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |