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 7-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 | $68,026 | $165,984-59.0% | $164,813-58.7% | $145,922-53.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.34% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,840 | $5,273-46.1% | $4,341-34.6% | $4,660-39.0% |
| Participant deferral / active EE | $1,250 | $6,959-82.0% | $6,031-79.3% | $6,688-81.3% |
| Admin fee / account holder | $23 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |