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 9-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 | $34,029 | $127,065-73.2% | $113,168-69.9% | $142,382-76.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.97% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,363 | $3,442-60.4% | $2,975-54.2% | $4,299-68.3% |
| Participant deferral / active EE | $1,571 | $5,716-72.5% | $5,107-69.2% | $6,507-75.9% |
| Admin fee / account holder | $145 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |