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 | $246,451 | $201,272+22.4% | $184,203+33.8% | $145,922+68.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 9.94% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,708 | $7,022-75.7% | $6,427-73.4% | $4,660-63.4% |
| Participant deferral / active EE | $2,067 | $9,806-78.9% | $9,131-77.4% | $6,688-69.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |