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 6-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 | $19,462 | $159,901-87.8% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.60% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,861 | $5,286-64.8% | $4,933-62.3% | $4,660-60.1% |
| Participant deferral / active EE | $2,036 | $8,428-75.8% | $8,070-74.8% | $6,688-69.6% |
| Admin fee / account holder | $101 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |