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 5-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 | $9,026 | $70,756-87.2% | $65,493-86.2% | $142,382-93.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.22% | 1754.89%-1741.7pp | 982.45%-969.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,230 | $2,881-57.3% | $2,574-52.2% | $4,299-71.4% |
| Participant deferral / active EE | $571 | $4,637-87.7% | $3,961-85.6% | $6,507-91.2% |
| Admin fee / account holder | $30 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |