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 | $9,315 | $109,817-91.5% | $98,442-90.5% | $167,490-94.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.92% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $4,170 | $3,224+29.3% | $2,960+40.9% | $4,837-13.8% |
| Participant deferral / active EE | $566 | $4,673-87.9% | $4,276-86.8% | $6,341-91.1% |
| Admin fee / account holder | $90 | $6,753-98.7% | $5,949-98.5% | $12,309-99.3% |