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 5-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 | $18,316 | $140,940-87.0% | $112,229-83.7% | $139,434-86.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 24.75% | 32.71%-8.0pp | 30.20%-5.4pp | 372.94%-348.2pp |
| Employer contribution / active EE | $820 | $4,283-80.9% | $3,430-76.1% | $4,751-82.7% |
| Participant deferral / active EE | $451 | $5,874-92.3% | $4,798-90.6% | $6,710-93.3% |
| Admin fee / account holder | $12 | $9,954-99.9% | $7,748-99.8% | $11,403-99.9% |