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 | $119,419 | $157,256-24.1% | $141,162-15.4% | $152,861-21.9% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 25.76% | 64.32%-38.6pp | 71.39%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,222 | $5,261-76.8% | $4,735-74.2% | $4,762-74.3% |
| Participant deferral / active EE | $1,658 | $7,109-76.7% | $6,709-75.3% | $5,850-71.7% |
| Admin fee / account holder | $46 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |