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 9-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 | $25,243 | $150,440-83.2% | $136,294-81.5% | $147,584-82.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1697.86% | 1049.08%+648.8pp | 5155.94%-3458.1pp | 578.55%+1119.3pp |
| Employer contribution / active EE | $1,234 | $5,256-76.5% | $4,695-73.7% | $4,876-74.7% |
| Participant deferral / active EE | $228 | $6,630-96.6% | $6,247-96.3% | $5,439-95.8% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |