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 | $2,610 | $81,625-96.8% | $58,482-95.5% | $139,434-98.1% |
| Participation rate | 95.2% | 61.3%+33.9pp | 50.9%+44.4pp | 80.3%+14.9pp |
| Annual return | 22.17% | 7404.20%-7382.0pp | 4239.32%-4217.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,266 | $2,557-50.5% | $1,924-34.2% | $6,710-81.1% |
| Admin fee / account holder | $117 | $3,265-96.4% | $2,516-95.3% | $11,403-99.0% |