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 5-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 | $39,180 | $159,602-75.5% | $150,045-73.9% | $142,382-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.11% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,039 | $4,961+82.2% | $4,693+92.6% | $4,299+110.3% |
| Participant deferral / active EE | $1,173 | $8,310-85.9% | $7,997-85.3% | $6,507-82.0% |
| Admin fee / account holder | $159 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |