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 5-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 | $10,474 | $76,738-86.4% | $56,411-81.4% | $145,922-92.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 12.30% | 2994.23%-2981.9pp | 1701.33%-1689.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,778 | $2,623+5.9% | $1,952+42.3% | $6,688-58.5% |
| Admin fee / account holder | $53 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |