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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,051 | $84,695+42.9% | $73,843+63.9% | $125,391-3.5% |
| Participation rate | 93.8% | 76.8%+17.0pp | 73.4%+20.3pp | 83.2%+10.6pp |
| Annual return | 0.82% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15 | $5,691-99.7% | $4,880-99.7% | $9,540-99.8% |