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 | $26,579 | $214,378-87.6% | $200,582-86.7% | $142,382-81.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.24% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,306 | $6,841-66.3% | $6,419-64.1% | $4,299-46.4% |
| Participant deferral / active EE | $2,529 | $9,865-74.4% | $9,331-72.9% | $6,507-61.1% |
| Admin fee / account holder | $106 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |