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 7-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 | $10,199 | $73,867-86.2% | $143,757-92.9% | $68,494-85.1% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | 1011.08% | 1.01%+1010.1pp | -0.04%+1011.1pp | -7.84%+1018.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $381 | $3,384-88.8% | $5,637-93.2% | $4,027-90.5% |
| Admin fee / account holder | $71 | $5,755-98.8% | $14,673-99.5% | $5,403-98.7% |