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 | $63,587 | $148,534-57.2% | $135,903-53.2% | $139,434-54.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.65% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,135 | $5,243-59.3% | $4,856-56.0% | $4,751-55.1% |
| Participant deferral / active EE | $2,409 | $8,100-70.3% | $7,758-69.0% | $6,710-64.1% |
| Admin fee / account holder | $229 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |