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 6-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 | $32,275 | $109,817-70.6% | $98,442-67.2% | $167,490-80.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.00% | 1956.69%-1935.7pp | 1492.73%-1471.7pp | 478.56%-457.6pp |
| Employer contribution / active EE | $16,784 | $3,224+420.6% | $2,960+467.1% | $4,837+246.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $77 | $6,753-98.9% | $5,949-98.7% | $12,309-99.4% |