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 | $97,735 | $99,640-1.9% | $86,436+13.1% | $134,475-27.3% |
| Participation rate | 95.2% | 82.0%+13.2pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -1.89% | 6782.58%-6784.5pp | 4394.89%-4396.8pp | 417.96%-419.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,342 | $7,246-81.5% | $6,952-80.7% | $6,400-79.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |