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 | $1,984 | $27,915-92.9% | $58,482-96.6% | $75,163-97.4% |
| Participation rate | 90.2% | 38.8%+51.4pp | 50.9%+39.4pp | 67.2%+23.1pp |
| Annual return | 435.59% | 44.20%+391.4pp | 4239.32%-3803.7pp | 160.62%+275.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,222 | $1,201+1.7% | $1,924-36.5% | $4,125-70.4% |
| Admin fee / account holder | $9 | $1,726-99.5% | $2,516-99.6% | $5,651-99.8% |