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 | $2,617 | $76,738-96.6% | $56,411-95.4% | $145,922-98.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 12.14% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $778 | $2,623-70.3% | $1,952-60.2% | $6,688-88.4% |
| Admin fee / account holder | $24 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |