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 | $2,735 | $30,400-91.0% | $53,898-94.9% | $84,808-96.8% |
| Participation rate | 94.4% | 46.4%+48.0pp | 55.0%+39.5pp | 68.3%+26.1pp |
| Annual return | 22.61% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,141 | $1,199-4.8% | $1,826-37.5% | $4,212-72.9% |
| Admin fee / account holder | $102 | $1,993-94.9% | $2,491-95.9% | $7,344-98.6% |