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 | $2,844 | $70,606-96.0% | $53,898-94.7% | $142,382-98.0% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 19.76% | 619.81%-600.1pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $510 | $2,364-78.4% | $1,826-72.1% | $6,507-92.2% |
| Admin fee / account holder | $52 | $2,852-98.2% | $2,491-97.9% | $12,624-99.6% |