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 4-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 | $6,507 | $90,348-92.8% | $75,972-91.4% | $145,922-95.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 28.34% | 620.88%-592.5pp | 359.55%-331.2pp | 561.29%-532.9pp |
| Employer contribution / active EE | $1,202 | $3,311-63.7% | $2,685-55.2% | $4,660-74.2% |
| Participant deferral / active EE | $1,069 | $5,162-79.3% | $4,255-74.9% | $6,688-84.0% |
| Admin fee / account holder | $102 | $8,467-98.8% | $6,467-98.4% | $13,397-99.2% |