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 | $2,376 | $30,400-92.2% | $53,898-95.6% | $84,808-97.2% |
| Participation rate | 74.3% | 46.4%+27.8pp | 55.0%+19.3pp | 68.3%+6.0pp |
| Annual return | 21.15% | 500.19%-479.0pp | 528.60%-507.5pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,107 | $1,199-7.6% | $1,826-39.4% | $4,212-73.7% |
| Admin fee / account holder | $95 | $1,993-95.2% | $2,491-96.2% | $7,344-98.7% |