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 | $41,696 | $177,572-76.5% | $154,803-73.1% | $142,382-70.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.33% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,186 | $4,810-75.4% | $4,305-72.5% | $4,299-72.4% |
| Participant deferral / active EE | $1,482 | $6,272-76.4% | $5,540-73.3% | $6,507-77.2% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |