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 8-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 | $49,904 | $165,335-69.8% | $149,696-66.7% | $158,922-68.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.15% | 348.15%-324.0pp | 276.60%-252.4pp | 302.83%-278.7pp |
| Employer contribution / active EE | $10,656 | $5,103+108.8% | $4,644+129.4% | $4,761+123.8% |
| Participant deferral / active EE | $813 | $7,181-88.7% | $6,842-88.1% | $5,982-86.4% |
| Admin fee / account holder | $276 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |