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 | $25,401 | $106,543-76.2% | $91,220-72.2% | $134,475-81.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 5.82% | 160.60%-154.8pp | 114.01%-108.2pp | 417.96%-412.1pp |
| Employer contribution / active EE | $417 | $3,331-87.5% | $2,850-85.4% | $4,740-91.2% |
| Participant deferral / active EE | $332 | $4,719-93.0% | $4,234-92.2% | $6,400-94.8% |
| Admin fee / account holder | $52 | $6,231-99.2% | $5,420-99.0% | $11,426-99.5% |