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 | $22,315 | $111,724-80.0% | $93,606-76.2% | $145,922-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.75% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,517 | $3,090-50.9% | $2,420-37.3% | $4,660-67.4% |
| Participant deferral / active EE | $858 | $4,912-82.5% | $4,411-80.6% | $6,688-87.2% |
| Admin fee / account holder | $115 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |