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 | $30,258 | $108,919-72.2% | $100,391-69.9% | $145,922-79.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,396 | $4,419+22.1% | $3,942+36.9% | $4,660+15.8% |
| Participant deferral / active EE | $1,305 | $8,445-84.5% | $8,082-83.9% | $6,688-80.5% |
| Admin fee / account holder | $51 | $9,689-99.5% | $7,899-99.4% | $13,397-99.6% |