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 | $63,413 | $115,770-45.2% | $101,248-37.4% | $158,922-60.1% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 26.07% | 56.14%-30.1pp | 46.47%-20.4pp | 302.83%-276.8pp |
| Employer contribution / active EE | $981 | $4,175-76.5% | $3,660-73.2% | $4,761-79.4% |
| Participant deferral / active EE | $1,300 | $4,957-73.8% | $4,370-70.2% | $5,982-78.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |