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 | $19,048 | $57,354-66.8% | $83,848-77.3% | $64,186-70.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 151.27% | 11.38%+139.9pp | 850.88%-699.6pp | 7.63%+143.6pp |
| Employer contribution / active EE | $5,822 | $2,545+128.7% | $3,631+60.3% | $2,381+144.5% |
| Participant deferral / active EE | $813 | $2,993-72.8% | $4,082-80.1% | $3,470-76.6% |
| Admin fee / account holder | $167 | $4,046-95.9% | $5,478-96.9% | $4,888-96.6% |