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 | $23,152 | $163,101-85.8% | $136,749-83.1% | $142,382-83.7% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 9.69% | 27.54%-17.9pp | 24.33%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $7,266 | $4,117+76.5% | $3,400+113.7% | $4,299+69.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |