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 | $27,354 | $106,584-74.3% | $101,326-73.0% | $142,382-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.81% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $7,308 | $3,956+84.7% | $3,665+99.4% | $4,299+70.0% |
| Participant deferral / active EE | $463 | $8,297-94.4% | $7,994-94.2% | $6,507-92.9% |
| Admin fee / account holder | $15 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |