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 9-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 | $54,965 | $148,534-63.0% | $135,903-59.6% | $139,434-60.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 98.94% | 79.19%+19.7pp | 68.23%+30.7pp | 372.94%-274.0pp |
| Employer contribution / active EE | $1,155 | $5,243-78.0% | $4,856-76.2% | $4,751-75.7% |
| Participant deferral / active EE | $1,751 | $8,100-78.4% | $7,758-77.4% | $6,710-73.9% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |