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 | $10,326 | $100,773-89.8% | $88,946-88.4% | $142,382-92.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.31% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $654 | $2,918-77.6% | $2,555-74.4% | $4,299-84.8% |
| Participant deferral / active EE | $623 | $5,230-88.1% | $4,581-86.4% | $6,507-90.4% |
| Admin fee / account holder | $134 | $9,693-98.6% | $8,261-98.4% | $12,624-98.9% |