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 | $85,961 | $160,055-46.3% | $140,016-38.6% | $135,375-36.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.75% | 911.38%-917.1pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,081 | $6,420-52.0% | $5,606-45.0% | $4,779-35.5% |
| Participant deferral / active EE | $2,597 | $7,642-66.0% | $6,927-62.5% | $5,609-53.7% |
| Admin fee / account holder | $21 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |