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 9-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 | $1,180 | $70,606-98.3% | $53,898-97.8% | $142,382-99.2% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 17.13% | 619.81%-602.7pp | 528.60%-511.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $420 | $2,364-82.2% | $1,826-77.0% | $6,507-93.5% |
| Admin fee / account holder | $12 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |