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 6-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 | $14,746 | $133,958-89.0% | $112,228-86.9% | $134,475-89.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 398.17% | 47.11%+351.1pp | 27.45%+370.7pp | 417.96%-19.8pp |
| Employer contribution / active EE | $2,582 | $4,038-36.0% | $3,635-29.0% | $4,740-45.5% |
| Participant deferral / active EE | $1,385 | $5,291-73.8% | $4,728-70.7% | $6,400-78.4% |
| Admin fee / account holder | $15 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |