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 | $25,088 | $150,440-83.3% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 205.00% | 1049.08%-844.1pp | 5155.94%-4950.9pp | 578.55%-373.5pp |
| Employer contribution / active EE | $18,963 | $5,256+260.8% | $4,695+303.9% | $4,876+288.9% |
| Participant deferral / active EE | $1,370 | $6,630-79.3% | $6,247-78.1% | $5,439-74.8% |
| Admin fee / account holder | $153 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |