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 10-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 | $14,405 | $109,817-86.9% | $98,442-85.4% | $167,490-91.4% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 16.12% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,123 | $3,224-65.2% | $2,960-62.1% | $4,837-76.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $240 | $6,753-96.4% | $5,949-96.0% | $12,309-98.0% |