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 5-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 | $13,995 | $110,502-87.3% | $80,716-82.7% | $167,490-91.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 6.77% | 120.54%-113.8pp | 87.28%-80.5pp | 478.56%-471.8pp |
| Employer contribution / active EE | $993 | $1,543-35.6% | $1,160-14.4% | $4,837-79.5% |
| Participant deferral / active EE | $71 | $2,871-97.5% | $2,146-96.7% | $6,341-98.9% |
| Admin fee / account holder | $251 | $4,545-94.5% | $3,380-92.6% | $12,309-98.0% |