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 9-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 | $23,626 | $65,365-63.9% | $92,893-74.6% | $72,985-67.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.21% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $5,687 | $2,594+119.2% | $3,653+55.7% | $2,440+133.1% |
| Participant deferral / active EE | $701 | $3,128-77.6% | $4,236-83.5% | $3,607-80.6% |
| Admin fee / account holder | $215 | $4,251-94.9% | $5,794-96.3% | $5,124-95.8% |