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 3-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 | $23,081 | $111,754-79.3% | $103,333-77.7% | $145,922-84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.52% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $7,166 | $4,212+70.1% | $3,868+85.3% | $4,660+53.8% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $136 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |