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 | $54,981 | $176,056-68.8% | $159,436-65.5% | $167,490-67.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 128.17% | 331.75%-203.6pp | 263.57%-135.4pp | 478.56%-350.4pp |
| Employer contribution / active EE | $987 | $5,297-81.4% | $4,829-79.6% | $4,837-79.6% |
| Participant deferral / active EE | $1,576 | $7,750-79.7% | $7,352-78.6% | $6,341-75.2% |
| Admin fee / account holder | $4 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |