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 | $6,872 | $109,982-93.8% | $97,226-92.9% | $145,922-95.3% |
| Participation rate | 91.7% | 75.9%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 12.36% | 242.90%-230.5pp | 75.13%-62.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $394 | $3,084-87.2% | $2,729-85.6% | $4,660-91.6% |
| Participant deferral / active EE | $441 | $4,676-90.6% | $4,264-89.7% | $6,688-93.4% |
| Admin fee / account holder | $109 | $6,221-98.3% | $5,654-98.1% | $13,397-99.2% |