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 | $108,825 | $115,770-6.0% | $101,248+7.5% | $158,922-31.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 16.72% | 56.14%-39.4pp | 46.47%-29.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,033 | $4,175+20.6% | $3,660+37.5% | $4,761+5.7% |
| Participant deferral / active EE | $375 | $4,957-92.4% | $4,370-91.4% | $5,982-93.7% |
| Admin fee / account holder | $16 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |