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 | $17,384 | $99,640-82.6% | $86,436-79.9% | $134,475-87.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 35.67% | 6782.58%-6746.9pp | 4394.89%-4359.2pp | 417.96%-382.3pp |
| Employer contribution / active EE | $1,327 | $4,400-69.8% | $3,769-64.8% | $4,740-72.0% |
| Participant deferral / active EE | $1,619 | $7,246-77.7% | $6,952-76.7% | $6,400-74.7% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |