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 | $15,188 | $109,327-86.1% | $89,391-83.0% | $158,922-90.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 139.79% | 345.68%-205.9pp | 245.62%-105.8pp | 302.83%-163.0pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,791 | $4,598+69.4% | $3,890+100.3% | $5,982+30.2% |
| Admin fee / account holder | $47 | $6,153-99.2% | $4,881-99.0% | $11,246-99.6% |