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 | $71,219 | $210,648-66.2% | $177,989-60.0% | $145,922-51.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.06% | 385.86%-377.8pp | 294.48%-286.4pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,185 | $4,565-74.0% | $3,949-70.0% | $4,660-74.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $280 | $12,013-97.7% | $10,363-97.3% | $13,397-97.9% |