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 | $29,941 | $180,449-83.4% | $154,107-80.6% | $135,375-77.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | 187.49% | 888.09%-700.6pp | 735.12%-547.6pp | 519.73%-332.2pp |
| Employer contribution / active EE | $1,957 | $6,035-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $1,596 | $5,806-72.5% | $5,081-68.6% | $5,609-71.6% |
| Admin fee / account holder | $144 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |