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 | $28,581 | $159,602-82.1% | $150,045-81.0% | $142,382-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.05% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,472 | $4,961-70.3% | $4,693-68.6% | $4,299-65.8% |
| Participant deferral / active EE | $2,245 | $8,310-73.0% | $7,997-71.9% | $6,507-65.5% |
| Admin fee / account holder | $59 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |