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 6-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 | $6,350 | $70,756-91.0% | $65,493-90.3% | $142,382-95.5% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 18.58% | 1754.89%-1736.3pp | 982.45%-963.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $350 | $2,881-87.8% | $2,574-86.4% | $4,299-91.8% |
| Participant deferral / active EE | $666 | $4,637-85.6% | $3,961-83.2% | $6,507-89.8% |
| Admin fee / account holder | $193 | $6,559-97.1% | $5,028-96.2% | $12,624-98.5% |