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 | $37,880 | $112,096-66.2% | $95,952-60.5% | $158,922-76.2% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 16.06% | 171.09%-155.0pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,064 | $3,198-66.7% | $2,541-58.1% | $4,761-77.7% |
| Participant deferral / active EE | $1,403 | $4,784-70.7% | $4,167-66.3% | $5,982-76.5% |
| Admin fee / account holder | $147 | $10,130-98.6% | $6,795-97.8% | $11,246-98.7% |