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 | $1,688 | $30,400-94.4% | $53,898-96.9% | $84,808-98.0% |
| Participation rate | 94.9% | 46.4%+48.5pp | 55.0%+40.0pp | 68.3%+26.6pp |
| Annual return | 17.98% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $496 | $1,199-58.6% | $1,826-72.8% | $4,212-88.2% |
| Admin fee / account holder | $159 | $1,993-92.0% | $2,491-93.6% | $7,344-97.8% |