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 | $39,201 | $209,411-81.3% | $178,490-78.0% | $158,922-75.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.10% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,390 | $5,706-58.1% | $5,011-52.3% | $4,761-49.8% |
| Participant deferral / active EE | $520 | $5,954-91.3% | $5,202-90.0% | $5,982-91.3% |
| Admin fee / account holder | $286 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |