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 | $1,491 | $81,625-98.2% | $58,482-97.5% | $139,434-98.9% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 28.63% | 7404.20%-7375.6pp | 4239.32%-4210.7pp | 372.94%-344.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,206 | $2,557-52.8% | $1,924-37.3% | $6,710-82.0% |
| Admin fee / account holder | $131 | $3,265-96.0% | $2,516-94.8% | $11,403-98.9% |