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 | $161,558 | $138,065+17.0% | $123,544+30.8% | $135,375+19.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.94% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $12,400 | $5,151+140.7% | $4,628+167.9% | $4,779+159.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $67 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |