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 10-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 | $20,461 | $65,409-68.7% | $98,442-79.2% | $85,850-76.2% |
| Participation rate | 82.5% | 65.0%+17.5pp | 73.3%+9.2pp | 69.3%+13.2pp |
| Annual return | 13.04% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $800 | $2,168-63.1% | $2,960-73.0% | $2,565-68.8% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $259 | $4,593-94.4% | $5,949-95.6% | $6,260-95.9% |