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 | $86,903 | $150,440-42.2% | $136,294-36.2% | $147,584-41.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.00% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,940 | $5,256-63.1% | $4,695-58.7% | $4,876-60.2% |
| Participant deferral / active EE | $1,054 | $6,630-84.1% | $6,247-83.1% | $5,439-80.6% |
| Admin fee / account holder | $51 | $10,905-99.5% | $9,243-99.5% | $10,885-99.5% |