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 | $34,600 | $159,901-78.4% | $146,958-76.5% | $145,922-76.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 10.17% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,061 | $5,286-61.0% | $4,933-58.2% | $4,660-55.8% |
| Participant deferral / active EE | $2,134 | $8,428-74.7% | $8,070-73.6% | $6,688-68.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |