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 | $126,265 | $209,411-39.7% | $178,490-29.3% | $158,922-20.5% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 13.93% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,332 | $5,706-41.6% | $5,011-33.5% | $4,761-30.0% |
| Participant deferral / active EE | $1,943 | $5,954-67.4% | $5,202-62.7% | $5,982-67.5% |
| Admin fee / account holder | $212 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |