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 10-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 | $9,653 | $109,817-91.2% | $98,442-90.2% | $167,490-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.63% | 1956.69%-1946.1pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $933 | $3,224-71.1% | $2,960-68.5% | $4,837-80.7% |
| Participant deferral / active EE | $664 | $4,673-85.8% | $4,276-84.5% | $6,341-89.5% |
| Admin fee / account holder | $11 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |