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 | $38,168 | $197,591-80.7% | $177,821-78.5% | $158,922-76.0% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 12.83% | 58.76%-45.9pp | 48.32%-35.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,455 | $6,697-78.3% | $5,918-75.4% | $4,761-69.4% |
| Participant deferral / active EE | $2,859 | $8,405-66.0% | $7,714-62.9% | $5,982-52.2% |
| Admin fee / account holder | $98 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |