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 | $29,020 | $84,695-65.7% | $73,843-60.7% | $125,391-76.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.77% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $138 | $3,123-95.6% | $2,787-95.0% | $4,866-97.2% |
| Participant deferral / active EE | $262 | $3,992-93.4% | $3,583-92.7% | $5,352-95.1% |
| Admin fee / account holder | $21 | $5,691-99.6% | $4,880-99.6% | $9,540-99.8% |