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 | $29,993 | $210,648-85.8% | $177,989-83.1% | $145,922-79.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.85% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $923 | $4,565-79.8% | $3,949-76.6% | $4,660-80.2% |
| Participant deferral / active EE | $780 | $6,958-88.8% | $6,276-87.6% | $6,688-88.3% |
| Admin fee / account holder | $42 | $12,013-99.6% | $10,363-99.6% | $13,397-99.7% |