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 | $34,415 | $159,901-78.5% | $146,958-76.6% | $145,922-76.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.79% | 98.13%-84.3pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,330 | $5,286-74.8% | $4,933-73.0% | $4,660-71.4% |
| Participant deferral / active EE | $2,372 | $8,428-71.9% | $8,070-70.6% | $6,688-64.5% |
| Admin fee / account holder | $218 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |