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 | $7,402 | $99,877-92.6% | $84,966-91.3% | $145,922-94.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.82% | 83.76%-67.9pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,852 | $5,291-65.0% | $4,519-59.0% | $6,688-72.3% |
| Admin fee / account holder | $113 | $7,248-98.4% | $6,149-98.2% | $13,397-99.2% |