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 | $14,365 | $104,974-86.3% | $95,585-85.0% | $142,382-89.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.78% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $310 | $2,779-88.8% | $2,527-87.7% | $4,299-92.8% |
| Participant deferral / active EE | $310 | $4,352-92.9% | $4,023-92.3% | $6,507-95.2% |
| Admin fee / account holder | $76 | $6,386-98.8% | $6,127-98.8% | $12,624-99.4% |