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 | $38,559 | $197,591-80.5% | $177,821-78.3% | $158,922-75.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.14% | 58.76%-44.6pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,560 | $6,697-76.7% | $5,918-73.6% | $4,761-67.2% |
| Participant deferral / active EE | $2,925 | $8,405-65.2% | $7,714-62.1% | $5,982-51.1% |
| Admin fee / account holder | $279 | $15,399-98.2% | $12,427-97.8% | $11,246-97.5% |