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 | $23,489 | $177,572-86.8% | $154,803-84.8% | $142,382-83.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,011 | $4,810-79.0% | $4,305-76.5% | $4,299-76.5% |
| Participant deferral / active EE | $1,291 | $6,272-79.4% | $5,540-76.7% | $6,507-80.2% |
| Admin fee / account holder | $214 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |