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 | $58,856 | $157,256-62.6% | $141,162-58.3% | $152,861-61.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 20.11% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,171 | $5,261-39.7% | $4,735-33.0% | $4,762-33.4% |
| Participant deferral / active EE | $1,786 | $7,109-74.9% | $6,709-73.4% | $5,850-69.5% |
| Admin fee / account holder | $5 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |