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 9-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 | $31,602 | $138,044-77.1% | $125,339-74.8% | $134,475-76.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.00% | 750.33%-765.3pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,532 | $5,243+5.5% | $4,814+14.9% | $4,740+16.7% |
| Participant deferral / active EE | $1,661 | $7,799-78.7% | $7,446-77.7% | $6,400-74.1% |
| Admin fee / account holder | $274 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |