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 | $50,003 | $180,449-72.3% | $154,107-67.6% | $135,375-63.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 6.95% | 888.09%-881.1pp | 735.12%-728.2pp | 519.73%-512.8pp |
| Employer contribution / active EE | $1,438 | $6,035-76.2% | $5,298-72.9% | $4,779-69.9% |
| Participant deferral / active EE | $1,885 | $5,806-67.5% | $5,081-62.9% | $5,609-66.4% |
| Admin fee / account holder | $99 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |