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 | $39,792 | $209,411-81.0% | $178,490-77.7% | $158,922-75.0% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 21.77% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,400 | $5,706-75.5% | $5,011-72.1% | $4,761-70.6% |
| Participant deferral / active EE | $1,639 | $5,954-72.5% | $5,202-68.5% | $5,982-72.6% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |