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 | $119,764 | $202,318-40.8% | $172,739-30.7% | $152,861-21.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.77% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,420 | $5,856-75.7% | $5,143-72.4% | $4,762-70.2% |
| Participant deferral / active EE | $1,692 | $5,948-71.5% | $5,198-67.4% | $5,850-71.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |