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 3-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 | $12,296 | $106,584-88.5% | $101,326-87.9% | $142,382-91.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.25% | 36.93%-10.7pp | 36.82%-10.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $6,836 | $3,956+72.8% | $3,665+86.5% | $4,299+59.0% |
| Participant deferral / active EE | $1,710 | $8,297-79.4% | $7,994-78.6% | $6,507-73.7% |
| Admin fee / account holder | $17 | $11,446-99.9% | $11,185-99.8% | $12,624-99.9% |