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 4-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 | $10,504 | $99,640-89.5% | $86,436-87.8% | $134,475-92.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 43.50% | 6782.58%-6739.1pp | 4394.89%-4351.4pp | 417.96%-374.5pp |
| Employer contribution / active EE | $4,471 | $4,400+1.6% | $3,769+18.6% | $4,740-5.7% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $199 | $8,371-97.6% | $6,731-97.0% | $11,426-98.3% |