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 | $12,578 | $104,664-88.0% | $85,682-85.3% | $167,490-92.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 34.03% | 21.45%+12.6pp | 21.49%+12.5pp | 478.56%-444.5pp |
| Employer contribution / active EE | $1,677 | $3,337-49.8% | $2,618-36.0% | $4,837-65.3% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $245 | $10,032-97.6% | $6,873-96.4% | $12,309-98.0% |