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 | $23,456 | $105,998-77.9% | $92,233-74.6% | $147,584-84.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.54% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,340 | $4,333-22.9% | $3,679-9.2% | $4,876-31.5% |
| Participant deferral / active EE | $1,005 | $4,478-77.6% | $3,897-74.2% | $5,439-81.5% |
| Admin fee / account holder | $221 | $6,332-96.5% | $5,194-95.7% | $10,885-98.0% |