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 | $22,321 | $177,572-87.4% | $154,803-85.6% | $142,382-84.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.00% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,426 | $4,810-70.4% | $4,305-66.9% | $4,299-66.8% |
| Participant deferral / active EE | $1,426 | $6,272-77.3% | $5,540-74.3% | $6,507-78.1% |
| Admin fee / account holder | $276 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |