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 | $89,552 | $117,841-24.0% | $102,423-12.6% | $145,922-38.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 36.85% | 31.65%+5.2pp | 29.32%+7.5pp | 561.29%-524.4pp |
| Employer contribution / active EE | $2,089 | $3,615-42.2% | $3,023-30.9% | $4,660-55.2% |
| Participant deferral / active EE | $805 | $5,731-85.9% | $5,053-84.1% | $6,688-88.0% |
| Admin fee / account holder | $58 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |