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 | $91,018 | $90,600+0.5% | $79,464+14.5% | $135,375-32.8% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.96% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $15,007 | $3,068+389.2% | $2,800+435.9% | $4,779+214.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $122 | $5,907-97.9% | $5,113-97.6% | $10,827-98.9% |