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 | $149,376 | $168,632-11.4% | $147,614+1.2% | $125,391+19.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 1.80% | 77.65%-75.8pp | 61.98%-60.2pp | 282.22%-280.4pp |
| Employer contribution / active EE | $5,642 | $6,252-9.8% | $5,564+1.4% | $4,866+16.0% |
| Participant deferral / active EE | $1,663 | $5,507-69.8% | $4,895-66.0% | $5,352-68.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |