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 | $2,686 | $70,606-96.2% | $53,898-95.0% | $142,382-98.1% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 20.94% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $987 | $2,364-58.3% | $1,826-46.0% | $6,507-84.8% |
| Admin fee / account holder | $174 | $2,852-93.9% | $2,491-93.0% | $12,624-98.6% |