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 8-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 | $22,517 | $177,572-87.3% | $154,803-85.5% | $142,382-84.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.51% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $967 | $4,810-79.9% | $4,305-77.5% | $4,299-77.5% |
| Participant deferral / active EE | $1,632 | $6,272-74.0% | $5,540-70.5% | $6,507-74.9% |
| Admin fee / account holder | $240 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |