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 | $16,591 | $102,966-83.9% | $90,281-81.6% | $152,861-89.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 11.92% | 95.16%-83.2pp | 78.10%-66.2pp | 345.32%-333.4pp |
| Employer contribution / active EE | $385 | $3,139-87.7% | $2,854-86.5% | $4,762-91.9% |
| Participant deferral / active EE | $735 | $4,281-82.8% | $3,885-81.1% | $5,850-87.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |