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 | $8,456 | $96,635-91.2% | $86,612-90.2% | $139,434-93.9% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 18.31% | 106.41%-88.1pp | 591.07%-572.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $731 | $3,263-77.6% | $3,022-75.8% | $4,751-84.6% |
| Participant deferral / active EE | $830 | $4,836-82.8% | $4,438-81.3% | $6,710-87.6% |
| Admin fee / account holder | $76 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |