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 6-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 | $36,714 | $210,648-82.6% | $177,989-79.4% | $145,922-74.8% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 15.54% | 385.86%-370.3pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,499 | $4,565-45.3% | $3,949-36.7% | $4,660-46.4% |
| Participant deferral / active EE | $522 | $6,958-92.5% | $6,276-91.7% | $6,688-92.2% |
| Admin fee / account holder | $204 | $12,013-98.3% | $10,363-98.0% | $13,397-98.5% |