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 | $2,037 | $81,625-97.5% | $58,482-96.5% | $139,434-98.5% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 24.29% | 7404.20%-7379.9pp | 4239.32%-4215.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,466 | $2,557-3.6% | $1,924+28.2% | $6,710-63.3% |
| Admin fee / account holder | $52 | $3,265-98.4% | $2,516-97.9% | $11,403-99.5% |