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 | $15,936 | $91,190-82.5% | $178,490-91.1% | $79,858-80.0% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $355 | $3,256-89.1% | $5,011-92.9% | $2,471-85.6% |
| Participant deferral / active EE | $893 | $3,236-72.4% | $5,202-82.8% | $3,740-76.1% |
| Admin fee / account holder | $140 | $6,751-97.9% | $13,984-99.0% | $5,306-97.4% |