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 | $87,627 | $104,974-16.5% | $95,585-8.3% | $142,382-38.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.42% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,106 | $2,779+11.8% | $2,527+22.9% | $4,299-27.8% |
| Participant deferral / active EE | $273 | $4,352-93.7% | $4,023-93.2% | $6,507-95.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |