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 6-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 | $36,422 | $100,852-63.9% | $90,404-59.7% | $158,922-77.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 11.14% | 1724.20%-1713.1pp | 1293.02%-1281.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,458 | $3,689-6.3% | $3,262+6.0% | $4,761-27.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $54 | $6,501-99.2% | $5,611-99.0% | $11,246-99.5% |