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 | $17,439 | $104,664-83.3% | $85,682-79.6% | $167,490-89.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 96.07% | 21.45%+74.6pp | 21.49%+74.6pp | 478.56%-382.5pp |
| Employer contribution / active EE | $2,353 | $3,337-29.5% | $2,618-10.1% | $4,837-51.4% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $270 | $10,032-97.3% | $6,873-96.1% | $12,309-97.8% |