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 6-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 | $61,341 | $176,377-65.2% | $134,143-54.3% | $158,922-61.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.42% | 63.63%-54.2pp | 36.33%-26.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $57,000 | $5,040+1030.8% | $3,704+1438.9% | $4,761+1097.2% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $212 | $8,718-97.6% | $6,684-96.8% | $11,246-98.1% |