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 | $14,016 | $107,452-87.0% | $91,541-84.7% | $142,382-90.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 20.10% | 22.06%-2.0pp | 20.50%-0.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $654 | $2,994-78.1% | $2,505-73.9% | $4,299-84.8% |
| Participant deferral / active EE | $669 | $4,754-85.9% | $4,008-83.3% | $6,507-89.7% |
| Admin fee / account holder | $47 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |