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 | $40,295 | $127,386-68.4% | $115,037-65.0% | $125,391-67.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,334 | $5,166-74.2% | $4,608-71.1% | $4,866-72.6% |
| Participant deferral / active EE | $1,589 | $6,423-75.3% | $6,026-73.6% | $5,352-70.3% |
| Admin fee / account holder | $145 | $9,516-98.5% | $8,175-98.2% | $9,540-98.5% |