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 | $103,988 | $159,602-34.8% | $150,045-30.7% | $142,382-27.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.39% | 70.24%-54.8pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $15,404 | $4,961+210.5% | $4,693+228.2% | $4,299+258.3% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $179 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |