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 | $31,334 | $40,256-22.2% | $57,343-45.4% | $59,632-47.5% |
| Participation rate | 93.1% | 69.2%+23.9pp | 75.1%+18.0pp | 68.7%+24.4pp |
| Annual return | 0.78% | 27.49%-26.7pp | 24.39%-23.6pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $3,425 | $1,922+78.2% | $2,689+27.4% | $2,203+55.5% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $101 | $2,818-96.4% | $3,356-97.0% | $4,297-97.7% |