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 | $69,532 | $105,126-33.9% | $94,646-26.5% | $139,434-50.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.60% | 38.03%-19.4pp | 156.71%-138.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $7,863 | $4,106+91.5% | $3,672+114.1% | $4,751+65.5% |
| Participant deferral / active EE | $1,186 | $7,599-84.4% | $7,418-84.0% | $6,710-82.3% |
| Admin fee / account holder | $225 | $8,984-97.5% | $7,231-96.9% | $11,403-98.0% |