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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,668 | $81,625-98.0% | $58,482-97.1% | $139,434-98.8% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 26.22% | 7404.20%-7378.0pp | 4239.32%-4213.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $643 | $2,557-74.8% | $1,924-66.6% | $6,710-90.4% |
| Admin fee / account holder | $12 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |