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 | $54,271 | $209,411-74.1% | $178,490-69.6% | $158,922-65.9% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 23.21% | 188.75%-165.5pp | 151.07%-127.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,944 | $5,706-48.4% | $5,011-41.3% | $4,761-38.2% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $40 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |