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 4-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 | $20,235 | $177,572-88.6% | $154,803-86.9% | $142,382-85.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,612 | $4,810-24.9% | $4,305-16.1% | $4,299-16.0% |
| Participant deferral / active EE | $1,385 | $6,272-77.9% | $5,540-75.0% | $6,507-78.7% |
| Admin fee / account holder | $213 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |