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 | $16,934 | $107,334-84.2% | $92,893-81.8% | $152,861-88.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 17.58% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,867 | $4,221-55.8% | $3,653-48.9% | $4,762-60.8% |
| Participant deferral / active EE | $1,135 | $4,845-76.6% | $4,236-73.2% | $5,850-80.6% |
| Admin fee / account holder | $177 | $7,079-97.5% | $5,794-96.9% | $11,596-98.5% |