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 | $31,663 | $214,378-85.2% | $200,582-84.2% | $142,382-77.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.11% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,560 | $6,841-77.2% | $6,419-75.7% | $4,299-63.7% |
| Participant deferral / active EE | $1,872 | $9,865-81.0% | $9,331-79.9% | $6,507-71.2% |
| Admin fee / account holder | $68 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |