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 | $67,553 | $160,055-57.8% | $140,016-51.8% | $135,375-50.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 351.48% | 911.38%-559.9pp | 651.12%-299.6pp | 519.73%-168.3pp |
| Employer contribution / active EE | $1,593 | $6,420-75.2% | $5,606-71.6% | $4,779-66.7% |
| Participant deferral / active EE | $2,001 | $7,642-73.8% | $6,927-71.1% | $5,609-64.3% |
| Admin fee / account holder | $157 | $13,328-98.8% | $10,705-98.5% | $10,827-98.6% |