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 | $67,408 | $104,664-35.6% | $85,682-21.3% | $167,490-59.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 16.16% | 21.45%-5.3pp | 21.49%-5.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $652 | $3,337-80.4% | $2,618-75.1% | $4,837-86.5% |
| Participant deferral / active EE | $652 | $4,824-86.5% | $3,923-83.4% | $6,341-89.7% |
| Admin fee / account holder | $178 | $10,032-98.2% | $6,873-97.4% | $12,309-98.6% |