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 | $34,093 | $124,319-72.6% | $111,297-69.4% | $167,490-79.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 24.82% | 37.44%-12.6pp | 54.65%-29.8pp | 478.56%-453.7pp |
| Employer contribution / active EE | $2,500 | $3,435-27.2% | $2,731-8.5% | $4,837-48.3% |
| Participant deferral / active EE | $1,101 | $5,180-78.7% | $4,487-75.5% | $6,341-82.6% |
| Admin fee / account holder | $205 | $10,618-98.1% | $7,964-97.4% | $12,309-98.3% |