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 9-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 | $9,092 | $96,635-90.6% | $86,612-89.5% | $139,434-93.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 16.26% | 106.41%-90.2pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $449 | $3,263-86.2% | $3,022-85.2% | $4,751-90.6% |
| Participant deferral / active EE | $784 | $4,836-83.8% | $4,438-82.3% | $6,710-88.3% |
| Admin fee / account holder | $50 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |