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 5-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 | $53,711 | $158,398-66.1% | $126,539-57.6% | $142,382-62.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.59% | 593.76%-583.2pp | 425.95%-415.4pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,179 | $4,650-10.1% | $3,674+13.8% | $4,299-2.8% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $130 | $6,918-98.1% | $6,065-97.9% | $12,624-99.0% |