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 9-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 | $94,777 | $105,998-10.6% | $92,233+2.8% | $147,584-35.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.48% | 50.05%-29.6pp | 176.28%-155.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $7,692 | $4,333+77.5% | $3,679+109.1% | $4,876+57.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $227 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |