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 | $121,734 | $217,402-44.0% | $185,823-34.5% | $167,490-27.3% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 11.43% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $6,031 | $5,873+2.7% | $5,167+16.7% | $4,837+24.7% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $293 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |