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 | $29,988 | $185,822-83.9% | $169,993-82.4% | $139,434-78.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.14% | 60.50%-46.4pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $5,756 | $7,590-24.2% | $6,785-15.2% | $4,751+21.2% |
| Participant deferral / active EE | $1,425 | $11,622-87.7% | $10,408-86.3% | $6,710-78.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |