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 | $37,074 | $201,272-81.6% | $184,203-79.9% | $145,922-74.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.39% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,894 | $7,022-58.8% | $6,427-55.0% | $4,660-37.9% |
| Participant deferral / active EE | $2,894 | $9,806-70.5% | $9,131-68.3% | $6,688-56.7% |
| Admin fee / account holder | $25 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |