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 | $14,234 | $156,846-90.9% | $121,098-88.2% | $139,434-89.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 16.05% | 1474.56%-1458.5pp | 985.75%-969.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $605 | $5,536-89.1% | $4,164-85.5% | $4,751-87.3% |
| Participant deferral / active EE | $9 | $4,844-99.8% | $4,080-99.8% | $6,710-99.9% |
| Admin fee / account holder | $19 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |