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 | $92,140 | $148,534-38.0% | $135,903-32.2% | $139,434-33.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.76% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $5,000 | $5,243-4.6% | $4,856+3.0% | $4,751+5.2% |
| Participant deferral / active EE | $2,038 | $8,100-74.8% | $7,758-73.7% | $6,710-69.6% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |