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 5-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 | $68,885 | $159,602-56.8% | $150,045-54.1% | $142,382-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.59% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $14,919 | $4,961+200.8% | $4,693+217.9% | $4,299+247.0% |
| Participant deferral / active EE | $2,319 | $8,310-72.1% | $7,997-71.0% | $6,507-64.4% |
| Admin fee / account holder | $16 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |