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 | $29,818 | $177,572-83.2% | $154,803-80.7% | $142,382-79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.49% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,334 | $4,810-51.5% | $4,305-45.8% | $4,299-45.7% |
| Participant deferral / active EE | $1,262 | $6,272-79.9% | $5,540-77.2% | $6,507-80.6% |
| Admin fee / account holder | $257 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |