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 | $60,557 | $65,041-6.9% | $90,951-33.4% | $79,858-24.2% |
| Participation rate | 95.1% | 61.6%+33.5pp | 69.0%+26.1pp | 69.6%+25.4pp |
| Annual return | 16.11% | 30.45%-14.3pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,671 | $1,247+194.3% | $2,122+73.0% | $2,471+48.6% |
| Participant deferral / active EE | $725 | $2,512-71.2% | $3,373-78.5% | $3,740-80.6% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |