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 | $57,262 | $176,056-67.5% | $159,436-64.1% | $167,490-65.8% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 20.81% | 331.75%-310.9pp | 263.57%-242.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $1,665 | $5,297-68.6% | $4,829-65.5% | $4,837-65.6% |
| Participant deferral / active EE | $994 | $7,750-87.2% | $7,352-86.5% | $6,341-84.3% |
| Admin fee / account holder | $277 | $12,554-97.8% | $10,799-97.4% | $12,309-97.8% |