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 6-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 | $1,477 | $70,606-97.9% | $53,898-97.3% | $142,382-99.0% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 13.61% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $289 | $2,364-87.8% | $1,826-84.2% | $6,507-95.6% |
| Admin fee / account holder | $16 | $2,852-99.4% | $2,491-99.4% | $12,624-99.9% |