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 | $25,162 | $106,584-76.4% | $101,326-75.2% | $142,382-82.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.43% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,558 | $3,956+116.3% | $3,665+133.5% | $4,299+99.1% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |