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 | $42,977 | $197,591-78.2% | $177,821-75.8% | $158,922-73.0% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 11.23% | 58.76%-47.5pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,889 | $6,697-71.8% | $5,918-68.1% | $4,761-60.3% |
| Participant deferral / active EE | $1,922 | $8,405-77.1% | $7,714-75.1% | $5,982-67.9% |
| Admin fee / account holder | $114 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |