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 | $58,224 | $150,440-61.3% | $136,294-57.3% | $147,584-60.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.91% | 1049.08%-1026.2pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,471 | $5,256-72.0% | $4,695-68.7% | $4,876-69.8% |
| Participant deferral / active EE | $1,471 | $6,630-77.8% | $6,247-76.5% | $5,439-73.0% |
| Admin fee / account holder | $233 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |