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 | $18,021 | $163,101-89.0% | $136,749-86.8% | $142,382-87.3% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 14.37% | 27.54%-13.2pp | 24.33%-10.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,111 | $4,117-73.0% | $3,400-67.3% | $4,299-74.2% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $194 | $14,318-98.6% | $11,386-98.3% | $12,624-98.5% |