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 | $38,888 | $97,757-60.2% | $83,848-53.6% | $135,375-71.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.49% | 1287.37%-1288.9pp | 850.88%-852.4pp | 519.73%-521.2pp |
| Employer contribution / active EE | $16,446 | $4,222+289.6% | $3,631+353.0% | $4,779+244.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $158 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |