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 | $92,326 | $135,635-31.9% | $110,238-16.2% | $135,375-31.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.58% | 513.19%-512.6pp | 314.74%-314.2pp | 519.73%-519.2pp |
| Employer contribution / active EE | $13,700 | $4,906+179.2% | $3,826+258.0% | $4,779+186.7% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20 | $11,457-99.8% | $8,547-99.8% | $10,827-99.8% |