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 8-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 | $15,526 | $108,642-85.7% | $74,701-79.2% | $152,861-89.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 54.5%+37.8pp | 82.4%+9.9pp |
| Annual return | 11.67% | 114.06%-102.4pp | 752.92%-741.3pp | 345.32%-333.6pp |
| Employer contribution / active EE | $4,997 | $1,503+232.5% | $1,084+361.2% | $4,762+4.9% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |