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 3-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 | $51,858 | $111,754-53.6% | $103,333-49.8% | $145,922-64.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.48% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,412 | $4,212-66.5% | $3,868-63.5% | $4,660-69.7% |
| Participant deferral / active EE | $319 | $5,619-94.3% | $5,057-93.7% | $6,688-95.2% |
| Admin fee / account holder | $126 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |