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 | $41,881 | $214,378-80.5% | $200,582-79.1% | $142,382-70.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.88% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,541 | $6,841-77.5% | $6,419-76.0% | $4,299-64.1% |
| Participant deferral / active EE | $2,588 | $9,865-73.8% | $9,331-72.3% | $6,507-60.2% |
| Admin fee / account holder | $14 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |