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 | $21,733 | $159,901-86.4% | $146,958-85.2% | $145,922-85.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.46% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,473 | $5,286-72.1% | $4,933-70.1% | $4,660-68.4% |
| Participant deferral / active EE | $2,121 | $8,428-74.8% | $8,070-73.7% | $6,688-68.3% |
| Admin fee / account holder | $214 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |