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 | $18,783 | $111,724-83.2% | $93,606-79.9% | $145,922-87.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 11.71% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,398 | $3,090-54.7% | $2,420-42.2% | $4,660-70.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $105 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |