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 | $14,515 | $145,922-90.1% | $63,995-77.3% | $145,922-90.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 68.5%+31.5pp | 80.3%+19.7pp |
| Annual return | 15.42% | 561.29%-545.9pp | 14.87%+0.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $899 | $4,660-80.7% | $2,764-67.5% | $4,660-80.7% |
| Participant deferral / active EE | $1,445 | $6,688-78.4% | $5,480-73.6% | $6,688-78.4% |
| Admin fee / account holder | $64 | $13,397-99.5% | $3,949-98.4% | $13,397-99.5% |