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 | $43,326 | $65,322-33.7% | $70,449-38.5% | $73,488-41.0% |
| Participation rate | 83.8% | 77.0%+6.8pp | 75.1%+8.7pp | 70.7%+13.1pp |
| Annual return | 53.40% | 15.71%+37.7pp | 109.03%-55.6pp | 28.51%+24.9pp |
| Employer contribution / active EE | $1,370 | $2,460-44.3% | $2,737-49.9% | $2,270-39.7% |
| Participant deferral / active EE | $1,288 | $3,375-61.8% | $3,709-65.3% | $3,740-65.5% |
| Admin fee / account holder | $27 | $214-87.2% | $3,845-99.3% | $513-94.6% |