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 | $74,662 | $197,591-62.2% | $177,821-58.0% | $158,922-53.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.84% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $5,671 | $6,697-15.3% | $5,918-4.2% | $4,761+19.1% |
| Participant deferral / active EE | $808 | $8,405-90.4% | $7,714-89.5% | $5,982-86.5% |
| Admin fee / account holder | $18 | $15,399-99.9% | $12,427-99.9% | $11,246-99.8% |