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 | $73,850 | $209,411-64.7% | $178,490-58.6% | $158,922-53.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.63% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,558 | $5,706-37.7% | $5,011-29.0% | $4,761-25.3% |
| Participant deferral / active EE | $1,633 | $5,954-72.6% | $5,202-68.6% | $5,982-72.7% |
| Admin fee / account holder | $146 | $17,074-99.1% | $13,984-99.0% | $11,246-98.7% |