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 | $22,248 | $210,648-89.4% | $177,989-87.5% | $145,922-84.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.58% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $626 | $4,565-86.3% | $3,949-84.2% | $4,660-86.6% |
| Participant deferral / active EE | $626 | $6,958-91.0% | $6,276-90.0% | $6,688-90.6% |
| Admin fee / account holder | $157 | $12,013-98.7% | $10,363-98.5% | $13,397-98.8% |