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 | $36,102 | $106,584-66.1% | $101,326-64.4% | $142,382-74.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.78% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $831 | $3,956-79.0% | $3,665-77.3% | $4,299-80.7% |
| Participant deferral / active EE | $831 | $8,297-90.0% | $7,994-89.6% | $6,507-87.2% |
| Admin fee / account holder | $91 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |