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 | $88,688 | $157,256-43.6% | $141,162-37.2% | $152,861-42.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.69% | 64.32%-37.6pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,008 | $5,261-80.8% | $4,735-78.7% | $4,762-78.8% |
| Participant deferral / active EE | $2,250 | $7,109-68.4% | $6,709-66.5% | $5,850-61.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |