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 | $47,767 | $135,952-64.9% | $123,892-61.4% | $273,961-82.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.90% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,957 | $5,170-42.8% | $4,617-36.0% | $4,869-39.3% |
| Participant deferral / active EE | $67 | $6,343-98.9% | $5,984-98.9% | $5,287-98.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |