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 | $64,614 | $165,984-61.1% | $164,813-60.8% | $145,922-55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.74% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.5pp |
| Employer contribution / active EE | $18,182 | $5,273+244.8% | $4,341+318.9% | $4,660+290.2% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $231 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |