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 9-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 | $37,192 | $112,096-66.8% | $95,952-61.2% | $158,922-76.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 96.83% | 171.09%-74.3pp | 91.61%+5.2pp | 302.83%-206.0pp |
| Employer contribution / active EE | $991 | $3,198-69.0% | $2,541-61.0% | $4,761-79.2% |
| Participant deferral / active EE | $1,136 | $4,784-76.3% | $4,167-72.7% | $5,982-81.0% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |