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 7-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 | $37,962 | $111,754-66.0% | $103,333-63.3% | $145,922-74.0% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.32% | 24.77%-11.4pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,054 | $4,212-75.0% | $3,868-72.7% | $4,660-77.4% |
| Participant deferral / active EE | $1,324 | $5,619-76.4% | $5,057-73.8% | $6,688-80.2% |
| Admin fee / account holder | $184 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |