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 | $48,841 | $177,572-72.5% | $154,803-68.4% | $142,382-65.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.64% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,498 | $4,810-48.1% | $4,305-42.0% | $4,299-41.9% |
| Participant deferral / active EE | $528 | $6,272-91.6% | $5,540-90.5% | $6,507-91.9% |
| Admin fee / account holder | $139 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |