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 8-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 | $13,125 | $92,703-85.8% | $82,719-84.1% | $134,475-90.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | 12.06% | 944.92%-932.9pp | 701.18%-689.1pp | 417.96%-405.9pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,101 | $4,802-56.3% | $4,395-52.2% | $6,400-67.2% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |