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 6-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 | $6,174 | $110,502-94.4% | $80,716-92.4% | $167,490-96.3% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 24.03% | 120.54%-96.5pp | 87.28%-63.2pp | 478.56%-454.5pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,575 | $2,871-10.3% | $2,146+20.0% | $6,341-59.4% |
| Admin fee / account holder | $15 | $4,545-99.7% | $3,380-99.6% | $12,309-99.9% |