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 | $23,837 | $93,024-74.4% | $77,024-69.1% | $134,475-82.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 36.65% | 62.60%-25.9pp | 42.32%-5.7pp | 417.96%-381.3pp |
| Employer contribution / active EE | $712 | $3,418-79.2% | $2,812-74.7% | $4,740-85.0% |
| Participant deferral / active EE | $712 | $5,238-86.4% | $4,426-83.9% | $6,400-88.9% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |