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 | $30,540 | $160,055-80.9% | $140,016-78.2% | $135,375-77.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.22% | 911.38%-915.6pp | 651.12%-655.3pp | 519.73%-524.0pp |
| Employer contribution / active EE | $10,335 | $6,420+61.0% | $5,606+84.4% | $4,779+116.3% |
| Participant deferral / active EE | $842 | $7,642-89.0% | $6,927-87.9% | $5,609-85.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |