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 | $36,445 | $214,378-83.0% | $200,582-81.8% | $142,382-74.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.00% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,762 | $6,841-74.2% | $6,419-72.6% | $4,299-59.0% |
| Participant deferral / active EE | $2,628 | $9,865-73.4% | $9,331-71.8% | $6,507-59.6% |
| Admin fee / account holder | $209 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |