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 | $38,496 | $171,865-77.6% | $149,718-74.3% | $147,584-73.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.47% | 2113.22%-2097.7pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,332 | $6,275-78.8% | $5,445-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $2,150 | $7,271-70.4% | $6,569-67.3% | $5,439-60.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |