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 5-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 | $65,002 | $201,272-67.7% | $184,203-64.7% | $145,922-55.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 25.47% | 29.00%-3.5pp | 28.81%-3.3pp | 561.29%-535.8pp |
| Employer contribution / active EE | $4,427 | $7,022-37.0% | $6,427-31.1% | $4,660-5.0% |
| Participant deferral / active EE | $2,606 | $9,806-73.4% | $9,131-71.5% | $6,688-61.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |