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 7-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 | $1,218 | $76,738-98.4% | $56,411-97.8% | $145,922-99.2% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 7.17% | 2994.23%-2987.1pp | 1701.33%-1694.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $119 | $1,380-91.4% | $1,039-88.5% | $4,660-97.4% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $287 | $3,334-91.4% | $2,829-89.8% | $13,397-97.9% |