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 7-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 | $15,905 | $88,751-82.1% | $81,812-80.6% | $145,922-89.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.10% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $55 | $3,083-98.2% | $2,912-98.1% | $4,660-98.8% |
| Participant deferral / active EE | $2,583 | $4,643-44.4% | $4,319-40.2% | $6,688-61.4% |
| Admin fee / account holder | $64 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |