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 | $26,036 | $226,064-88.5% | $182,532-85.7% | $152,861-83.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.94% | 192.51%-173.6pp | 148.54%-129.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,294 | $4,978-74.0% | $4,076-68.3% | $4,762-72.8% |
| Participant deferral / active EE | $1,120 | $6,368-82.4% | $5,524-79.7% | $5,850-80.9% |
| Admin fee / account holder | $257 | $10,703-97.6% | $8,592-97.0% | $11,596-97.8% |