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 | $4,067 | $70,606-94.2% | $53,898-92.5% | $142,382-97.1% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 15.07% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $15 | $1,202-98.7% | $932-98.3% | $4,299-99.6% |
| Participant deferral / active EE | $42 | $2,364-98.2% | $1,826-97.7% | $6,507-99.4% |
| Admin fee / account holder | $9 | $2,852-99.7% | $2,491-99.6% | $12,624-99.9% |