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 5-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 | $2,467 | $81,625-97.0% | $58,482-95.8% | $139,434-98.2% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 18.98% | 7404.20%-7385.2pp | 4239.32%-4220.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $697 | $2,557-72.7% | $1,924-63.8% | $6,710-89.6% |
| Admin fee / account holder | $256 | $3,265-92.2% | $2,516-89.8% | $11,403-97.8% |