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 9-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 | $106,640 | $209,411-49.1% | $178,490-40.3% | $158,922-32.9% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 28.81% | 188.75%-159.9pp | 151.07%-122.3pp | 302.83%-274.0pp |
| Employer contribution / active EE | $2,116 | $5,706-62.9% | $5,011-57.8% | $4,761-55.6% |
| Participant deferral / active EE | $1,033 | $5,954-82.7% | $5,202-80.1% | $5,982-82.7% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |