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 | $44,403 | $201,272-77.9% | $184,203-75.9% | $145,922-69.6% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 10.69% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,615 | $7,022-62.8% | $6,427-59.3% | $4,660-43.9% |
| Participant deferral / active EE | $2,798 | $9,806-71.5% | $9,131-69.4% | $6,688-58.2% |
| Admin fee / account holder | $113 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |