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 | $36,678 | $175,202-79.1% | $149,673-75.5% | $139,434-73.7% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.74% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,404 | $5,474-74.4% | $4,818-70.9% | $4,751-70.5% |
| Participant deferral / active EE | $1,040 | $6,519-84.0% | $5,680-81.7% | $6,710-84.5% |
| Admin fee / account holder | $34 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |