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 | $0 | $84,696-100.0% | $75,696-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 14.68% | 199.36%-184.7pp | 104.53%-89.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $422 | $3,230-86.9% | $2,743-84.6% | $4,837-91.3% |
| Participant deferral / active EE | $422 | $4,580-90.8% | $3,821-89.0% | $6,341-93.3% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |