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 | $27,234 | $107,452-74.7% | $91,541-70.2% | $142,382-80.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.90% | 22.06%-8.2pp | 20.50%-6.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $392 | $2,994-86.9% | $2,505-84.3% | $4,299-90.9% |
| Participant deferral / active EE | $467 | $4,754-90.2% | $4,008-88.4% | $6,507-92.8% |
| Admin fee / account holder | $233 | $8,834-97.4% | $6,956-96.6% | $12,624-98.2% |