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 | $7,576 | $94,338-92.0% | $100,534-92.5% | $142,382-94.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 21.59% | 29.20%-7.6pp | 32.66%-11.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,611 | $4,237-62.0% | $4,346-62.9% | $4,299-62.5% |
| Participant deferral / active EE | $1,145 | $5,934-80.7% | $6,144-81.4% | $6,507-82.4% |
| Admin fee / account holder | $17 | $8,421-99.8% | $7,654-99.8% | $12,624-99.9% |