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 | $42,261 | $78,705-46.3% | $117,854-64.1% | $70,131-39.7% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 18.38% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,275 | $2,223-42.7% | $3,786-66.3% | $2,342-45.6% |
| Participant deferral / active EE | $843 | $3,297-74.4% | $4,482-81.2% | $3,332-74.7% |
| Admin fee / account holder | $1 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |