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 7-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 | $3,704 | $74,888-95.1% | $71,209-94.8% | $142,382-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.48% | 345.14%-323.7pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $366 | $2,854-87.2% | $2,721-86.6% | $4,299-91.5% |
| Participant deferral / active EE | $1,223 | $4,454-72.5% | $4,175-70.7% | $6,507-81.2% |
| Admin fee / account holder | $106 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |