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 3-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 | $5,696 | $158,398-96.4% | $126,539-95.5% | $142,382-96.0% |
| Participation rate | 78.9% | 75.8%+3.1pp | 69.8%+9.1pp | 80.1%-1.2pp |
| Annual return | 26.75% | 593.76%-567.0pp | 425.95%-399.2pp | 217.08%-190.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,248 | $4,767-52.8% | $4,083-44.9% | $6,507-65.5% |
| Admin fee / account holder | $16 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |