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 | $5,245 | $30,400-82.7% | $53,898-90.3% | $84,808-93.8% |
| Participation rate | 87.5% | 46.4%+41.1pp | 55.0%+32.5pp | 68.3%+19.2pp |
| Annual return | 22.21% | 500.19%-478.0pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,896 | $1,199+58.2% | $1,826+3.8% | $4,212-55.0% |
| Admin fee / account holder | $64 | $1,993-96.8% | $2,491-97.5% | $7,344-99.1% |