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 | $1,297 | $76,738-98.3% | $56,411-97.7% | $145,922-99.1% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 20.08% | 2994.23%-2974.1pp | 1701.33%-1681.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $980 | $2,623-62.6% | $1,952-49.8% | $6,688-85.3% |
| Admin fee / account holder | $15 | $3,334-99.5% | $2,829-99.5% | $13,397-99.9% |