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 | $103,435 | $175,202-41.0% | $149,673-30.9% | $139,434-25.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 15.08% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $6,634 | $5,474+21.2% | $4,818+37.7% | $4,751+39.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $259 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |