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 | $41,286 | $157,256-73.7% | $141,162-70.8% | $152,861-73.0% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 21.80% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,114 | $5,261-59.8% | $4,735-55.4% | $4,762-55.6% |
| Participant deferral / active EE | $1,865 | $7,109-73.8% | $6,709-72.2% | $5,850-68.1% |
| Admin fee / account holder | $142 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |