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 | $35,255 | $177,572-80.1% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 56.65% | 65.07%-8.4pp | 58.88%-2.2pp | 217.08%-160.4pp |
| Employer contribution / active EE | $2,001 | $4,810-58.4% | $4,305-53.5% | $4,299-53.5% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $113 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |