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 | $12,383 | $104,486-88.1% | $76,817-83.9% | $152,861-91.9% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.4%-7.4pp |
| Annual return | 20.51% | 1013.37%-992.9pp | 1166.11%-1145.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $792 | $3,116-74.6% | $2,302-65.6% | $4,762-83.4% |
| Participant deferral / active EE | $792 | $4,236-81.3% | $3,336-76.3% | $5,850-86.5% |
| Admin fee / account holder | $130 | $12,275-98.9% | $6,420-98.0% | $11,596-98.9% |