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 | $11,117 | $100,773-89.0% | $88,946-87.5% | $142,382-92.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.48% | 70.18%-47.7pp | 57.82%-35.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,441 | $2,918-16.3% | $2,555-4.5% | $4,299-43.2% |
| Participant deferral / active EE | $454 | $5,230-91.3% | $4,581-90.1% | $6,507-93.0% |
| Admin fee / account holder | $31 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |