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 9-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 | $27,008 | $165,335-83.7% | $149,696-82.0% | $158,922-83.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.42% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $6,997 | $5,103+37.1% | $4,644+50.7% | $4,761+47.0% |
| Participant deferral / active EE | $1,101 | $7,181-84.7% | $6,842-83.9% | $5,982-81.6% |
| Admin fee / account holder | $167 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |