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 | $19,530 | $107,334-81.8% | $92,893-79.0% | $152,861-87.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 12.49% | 145.58%-133.1pp | 109.41%-96.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,150 | $4,845-76.3% | $4,236-72.9% | $5,850-80.3% |
| Admin fee / account holder | $259 | $7,079-96.3% | $5,794-95.5% | $11,596-97.8% |