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 | $34,008 | $108,919-68.8% | $100,391-66.1% | $145,922-76.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 57.88%-39.9pp | 49.20%-31.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,550 | $4,419-19.7% | $3,942-9.9% | $4,660-23.8% |
| Participant deferral / active EE | $1,483 | $8,445-82.4% | $8,082-81.7% | $6,688-77.8% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |