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 | $13,159 | $111,754-88.2% | $103,333-87.3% | $145,922-91.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.56% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $871 | $4,212-79.3% | $3,868-77.5% | $4,660-81.3% |
| Participant deferral / active EE | $1,479 | $5,619-73.7% | $5,057-70.8% | $6,688-77.9% |
| Admin fee / account holder | $72 | $9,750-99.3% | $8,355-99.1% | $13,397-99.5% |