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 | $17,053 | $148,534-88.5% | $135,903-87.5% | $139,434-87.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 31.96% | 79.19%-47.2pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,004 | $5,243-80.9% | $4,856-79.3% | $4,751-78.9% |
| Participant deferral / active EE | $1,462 | $8,100-82.0% | $7,758-81.2% | $6,710-78.2% |
| Admin fee / account holder | $161 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |