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 5-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 | $21,207 | $138,044-84.6% | $125,339-83.1% | $134,475-84.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 1937.74% | 750.33%+1187.4pp | 572.05%+1365.7pp | 417.96%+1519.8pp |
| Employer contribution / active EE | $121 | $5,243-97.7% | $4,814-97.5% | $4,740-97.4% |
| Participant deferral / active EE | $5,441 | $7,799-30.2% | $7,446-26.9% | $6,400-15.0% |
| Admin fee / account holder | $48 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |