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 | $20,600 | $138,065-85.1% | $123,544-83.3% | $135,375-84.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 334.60% | 153.68%+180.9pp | 119.20%+215.4pp | 519.73%-185.1pp |
| Employer contribution / active EE | $1,587 | $5,151-69.2% | $4,628-65.7% | $4,779-66.8% |
| Participant deferral / active EE | $2,149 | $6,799-68.4% | $6,426-66.6% | $5,609-61.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |