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 | $74,649 | $135,635-45.0% | $110,238-32.3% | $135,375-44.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.76% | 513.19%-520.0pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,357 | $4,906-31.6% | $3,826-12.3% | $4,779-29.7% |
| Participant deferral / active EE | $1,173 | $5,506-78.7% | $4,672-74.9% | $5,609-79.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |