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 | $42,543 | $157,256-72.9% | $141,162-69.9% | $152,861-72.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 17.71% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,086 | $7,109-70.7% | $6,709-68.9% | $5,850-64.4% |
| Admin fee / account holder | $123 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |