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 | $2,631 | $76,738-96.6% | $56,411-95.3% | $145,922-98.2% |
| Participation rate | 82.4% | 63.2%+19.1pp | 52.5%+29.9pp | 80.3%+2.1pp |
| Annual return | 15.98% | 2994.23%-2978.2pp | 1701.33%-1685.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,049 | $2,623-60.0% | $1,952-46.2% | $6,688-84.3% |
| Admin fee / account holder | $18 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |