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 8-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 | $58,719 | $148,978-60.6% | $200,582-70.7% | $84,808-30.8% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 20.55% | 28.16%-7.6pp | 42.33%-21.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,635 | $4,815-24.5% | $6,419-43.4% | $2,631+38.2% |
| Participant deferral / active EE | $2,180 | $7,142-69.5% | $9,331-76.6% | $4,212-48.2% |
| Admin fee / account holder | $5 | $13,977-100.0% | $16,305-100.0% | $7,344-99.9% |