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 4-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 | $12,477 | $114,381-89.1% | $107,525-88.4% | $142,382-91.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 19.62% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $975 | $4,015-75.7% | $3,754-74.0% | $4,299-77.3% |
| Participant deferral / active EE | $1,430 | $5,564-74.3% | $5,116-72.0% | $6,507-78.0% |
| Admin fee / account holder | $88 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |