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 | $28,170 | $99,877-71.8% | $84,966-66.8% | $145,922-80.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.48% | 83.76%-75.3pp | 66.38%-57.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,434 | $3,231-55.6% | $2,727-47.4% | $4,660-69.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $228 | $7,248-96.9% | $6,149-96.3% | $13,397-98.3% |