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 9-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 | $29,226 | $165,335-82.3% | $149,696-80.5% | $158,922-81.6% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 16.53% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $5,449 | $5,103+6.8% | $4,644+17.3% | $4,761+14.4% |
| Participant deferral / active EE | $1,842 | $7,181-74.3% | $6,842-73.1% | $5,982-69.2% |
| Admin fee / account holder | $77 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |