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 | $24,463 | $107,934-77.3% | $91,989-73.4% | $152,861-84.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.52% | 89.24%-71.7pp | 69.02%-51.5pp | 345.32%-327.8pp |
| Employer contribution / active EE | $9,754 | $4,210+131.7% | $3,452+182.6% | $4,762+104.8% |
| Participant deferral / active EE | $1,000 | $6,364-84.3% | $5,923-83.1% | $5,850-82.9% |
| Admin fee / account holder | $141 | $10,520-98.7% | $7,743-98.2% | $11,596-98.8% |