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 | $40,488 | $117,841-65.6% | $102,423-60.5% | $145,922-72.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.94% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,294 | $3,615-64.2% | $3,023-57.2% | $4,660-72.2% |
| Participant deferral / active EE | $1,494 | $5,731-73.9% | $5,053-70.4% | $6,688-77.7% |
| Admin fee / account holder | $265 | $13,326-98.0% | $9,451-97.2% | $13,397-98.0% |