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 | $1,359 | $70,606-98.1% | $53,898-97.5% | $142,382-99.0% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 14.43% | 619.81%-605.4pp | 528.60%-514.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $195 | $2,364-91.7% | $1,826-89.3% | $6,507-97.0% |
| Admin fee / account holder | $201 | $2,852-93.0% | $2,491-91.9% | $12,624-98.4% |