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 | $73,964 | $160,055-53.8% | $140,016-47.2% | $135,375-45.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.22% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,617 | $6,420+18.6% | $5,606+35.9% | $4,779+59.4% |
| Participant deferral / active EE | $417 | $7,642-94.5% | $6,927-94.0% | $5,609-92.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |