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 8-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 | $38,321 | $100,041-61.7% | $149,718-74.4% | $70,131-45.4% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.1%+3.8pp | 69.5%+21.4pp |
| Annual return | 18.62% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,094 | $3,662-70.1% | $5,445-79.9% | $2,342-53.3% |
| Participant deferral / active EE | $1,455 | $4,983-70.8% | $6,569-77.8% | $3,332-56.3% |
| Admin fee / account holder | $3 | $8,286-100.0% | $11,283-100.0% | $4,645-99.9% |