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 | $26,534 | $68,719-61.4% | $91,541-71.0% | $84,808-68.7% |
| Participation rate | 82.2% | 64.5%+17.7pp | 69.8%+12.4pp | 68.3%+13.9pp |
| Annual return | 20.69% | 19.12%+1.6pp | 20.50%+0.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,815 | $1,920+46.6% | $2,505+12.4% | $2,631+7.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |