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 | $21,408 | $106,584-79.9% | $101,326-78.9% | $142,382-85.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.31% | 36.93%-21.6pp | 36.82%-21.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $985 | $3,956-75.1% | $3,665-73.1% | $4,299-77.1% |
| Participant deferral / active EE | $1,053 | $8,297-87.3% | $7,994-86.8% | $6,507-83.8% |
| Admin fee / account holder | $126 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |