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 7-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 | $18,955 | $90,348-79.0% | $75,972-75.1% | $145,922-87.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.77% | 620.88%-610.1pp | 359.55%-348.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $966 | $3,311-70.8% | $2,685-64.0% | $4,660-79.3% |
| Participant deferral / active EE | $966 | $5,162-81.3% | $4,255-77.3% | $6,688-85.6% |
| Admin fee / account holder | $107 | $8,467-98.7% | $6,467-98.3% | $13,397-99.2% |