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 7-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 | $63,250 | $52,953+19.4% | $172,739-63.4% | $65,185-3.0% |
| Participation rate | 95.2% | 66.2%+29.0pp | 82.6%+12.5pp | 70.2%+25.0pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $947 | $2,190-56.7% | $5,143-81.6% | $2,177-56.5% |
| Participant deferral / active EE | $455 | $2,471-81.6% | $5,198-91.2% | $3,514-87.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |