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 | $60,591 | $183,519-67.0% | $155,509-61.0% | $145,922-58.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.04% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,180 | $5,313-77.8% | $4,672-74.7% | $4,660-74.7% |
| Participant deferral / active EE | $128 | $6,462-98.0% | $5,626-97.7% | $6,688-98.1% |
| Admin fee / account holder | $277 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |