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 | $18,817 | $177,572-89.4% | $154,803-87.8% | $142,382-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.13% | 65.07%-45.9pp | 58.88%-39.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $900 | $4,810-81.3% | $4,305-79.1% | $4,299-79.1% |
| Participant deferral / active EE | $900 | $6,272-85.6% | $5,540-83.8% | $6,507-86.2% |
| Admin fee / account holder | $65 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |