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 8-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 | $29,458 | $124,185-76.3% | $108,410-72.8% | $167,490-82.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.67% | 1379.64%-1359.0pp | 905.27%-884.6pp | 478.56%-457.9pp |
| Employer contribution / active EE | $5,762 | $4,187+37.6% | $3,558+61.9% | $4,837+19.1% |
| Participant deferral / active EE | $376 | $6,908-94.6% | $6,563-94.3% | $6,341-94.1% |
| Admin fee / account holder | $19 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |