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 | $52,366 | $202,318-74.1% | $172,739-69.7% | $152,861-65.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 12.57% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,666 | $5,856-54.5% | $5,143-48.2% | $4,762-44.0% |
| Participant deferral / active EE | $1,800 | $5,948-69.7% | $5,198-65.4% | $5,850-69.2% |
| Admin fee / account holder | $224 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |