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 | $5,855 | $74,888-92.2% | $71,209-91.8% | $142,382-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.34% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $450 | $2,854-84.2% | $2,721-83.5% | $4,299-89.5% |
| Participant deferral / active EE | $591 | $4,454-86.7% | $4,175-85.9% | $6,507-90.9% |
| Admin fee / account holder | $130 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |