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 9-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 | $123,169 | $209,411-41.2% | $178,490-31.0% | $158,922-22.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.07% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,571 | $5,706-72.5% | $5,011-68.6% | $4,761-67.0% |
| Participant deferral / active EE | $1,762 | $5,954-70.4% | $5,202-66.1% | $5,982-70.5% |
| Admin fee / account holder | $14 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |