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 | $7,043 | $100,773-93.0% | $88,946-92.1% | $142,382-95.1% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 20.27% | 70.18%-49.9pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $783 | $2,918-73.1% | $2,555-69.3% | $4,299-81.8% |
| Participant deferral / active EE | $755 | $5,230-85.6% | $4,581-83.5% | $6,507-88.4% |
| Admin fee / account holder | $14 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |