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 | $45,284 | $135,952-66.7% | $123,892-63.4% | $273,961-83.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.76% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,313 | $5,170-74.6% | $4,617-71.6% | $4,869-73.0% |
| Participant deferral / active EE | $1,787 | $6,343-71.8% | $5,984-70.1% | $5,287-66.2% |
| Admin fee / account holder | $162 | $9,817-98.3% | $8,357-98.1% | $10,132-98.4% |