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 | $56,956 | $183,963-69.0% | $162,163-64.9% | $152,861-62.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 13.30% | 150.76%-137.5pp | 115.59%-102.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,532 | $6,371-76.0% | $5,614-72.7% | $4,762-67.8% |
| Participant deferral / active EE | $1,849 | $8,034-77.0% | $7,298-74.7% | $5,850-68.4% |
| Admin fee / account holder | $16 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |