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 5-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 | $54,191 | $152,509-64.5% | $117,472-53.9% | $134,475-59.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.25% | 52.99%-52.7pp | 29.74%-29.5pp | 417.96%-417.7pp |
| Employer contribution / active EE | $23,425 | $5,571+320.5% | $4,176+460.9% | $4,740+394.2% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $52 | $7,004-99.3% | $5,645-99.1% | $11,426-99.5% |