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 | $25,384 | $157,256-83.9% | $141,162-82.0% | $152,861-83.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.30% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,177 | $5,261-77.6% | $4,735-75.2% | $4,762-75.3% |
| Participant deferral / active EE | $1,947 | $7,109-72.6% | $6,709-71.0% | $5,850-66.7% |
| Admin fee / account holder | $86 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |