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 3-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 | $1,441 | $30,400-95.3% | $53,898-97.3% | $84,808-98.3% |
| Participation rate | 82.4% | 46.4%+35.9pp | 55.0%+27.4pp | 68.3%+14.0pp |
| Annual return | 21.90% | 500.19%-478.3pp | 528.60%-506.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,246 | $1,199+4.0% | $1,826-31.8% | $4,212-70.4% |
| Admin fee / account holder | $70 | $1,993-96.5% | $2,491-97.2% | $7,344-99.1% |