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 3-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 | $11,089 | $169,032-93.4% | $129,207-91.4% | $145,922-92.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.16% | 14330.11%-14322.0pp | 9417.33%-9409.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $6,388 | $5,537+15.4% | $4,153+53.8% | $4,660+37.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $51 | $9,954-99.5% | $7,715-99.3% | $13,397-99.6% |