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 6-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 | $44,240 | $179,726-75.4% | $156,263-71.7% | $142,382-68.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 11.03% | 77.86%-66.8pp | 59.47%-48.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $12,536 | $5,069+147.3% | $4,333+189.3% | $4,299+191.6% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $253 | $17,272-98.5% | $14,255-98.2% | $12,624-98.0% |