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 4-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 | $11,866 | $80,717-85.3% | $154,803-92.3% | $84,808-86.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.70% | 37.96%-15.3pp | 58.88%-36.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $2,403 | $2,761-13.0% | $4,305-44.2% | $2,631-8.7% |
| Participant deferral / active EE | $589 | $3,303-82.2% | $5,540-89.4% | $4,212-86.0% |
| Admin fee / account holder | $202 | $6,746-97.0% | $14,329-98.6% | $7,344-97.3% |