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 10-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 | $37,049 | $138,065-73.2% | $123,544-70.0% | $135,375-72.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.11% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $9,614 | $5,151+86.6% | $4,628+107.7% | $4,779+101.2% |
| Participant deferral / active EE | $271 | $6,799-96.0% | $6,426-95.8% | $5,609-95.2% |
| Admin fee / account holder | $293 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |