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 | $69,040 | $185,822-62.8% | $169,993-59.4% | $139,434-50.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 362.75% | 60.50%+302.3pp | 53.37%+309.4pp | 372.94%-10.2pp |
| Employer contribution / active EE | $3,551 | $7,590-53.2% | $6,785-47.7% | $4,751-25.3% |
| Participant deferral / active EE | $1,051 | $11,622-91.0% | $10,408-89.9% | $6,710-84.3% |
| Admin fee / account holder | $61 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |