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 | $28,401 | $159,901-82.2% | $146,958-80.7% | $145,922-80.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 24.36% | 98.13%-73.8pp | 418.34%-394.0pp | 561.29%-536.9pp |
| Employer contribution / active EE | $1,692 | $5,286-68.0% | $4,933-65.7% | $4,660-63.7% |
| Participant deferral / active EE | $2,414 | $8,428-71.4% | $8,070-70.1% | $6,688-63.9% |
| Admin fee / account holder | $298 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |