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 7-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 | $25,008 | $214,378-88.3% | $200,582-87.5% | $142,382-82.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.19% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,715 | $6,841-74.9% | $6,419-73.3% | $4,299-60.1% |
| Participant deferral / active EE | $1,900 | $9,865-80.7% | $9,331-79.6% | $6,507-70.8% |
| Admin fee / account holder | $163 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |