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 | $5,444 | $158,398-96.6% | $126,539-95.7% | $142,382-96.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.09% | 593.76%-576.7pp | 425.95%-408.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,007 | $4,650-56.8% | $3,674-45.4% | $4,299-53.3% |
| Participant deferral / active EE | $203 | $4,767-95.8% | $4,083-95.0% | $6,507-96.9% |
| Admin fee / account holder | $67 | $6,918-99.0% | $6,065-98.9% | $12,624-99.5% |