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 5-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 | $18,180 | $148,534-87.8% | $135,903-86.6% | $139,434-87.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.83% | 79.19%-36.4pp | 68.23%-25.4pp | 372.94%-330.1pp |
| Employer contribution / active EE | $1,506 | $5,243-71.3% | $4,856-69.0% | $4,751-68.3% |
| Participant deferral / active EE | $1,154 | $8,100-85.8% | $7,758-85.1% | $6,710-82.8% |
| Admin fee / account holder | $278 | $12,400-97.8% | $10,762-97.4% | $11,403-97.6% |