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 5-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 | $8,336 | $96,305-91.3% | $80,569-89.7% | $139,434-94.0% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 19.23% | 1350.08%-1330.9pp | 935.43%-916.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,490 | $5,232-71.5% | $4,447-66.5% | $6,710-77.8% |
| Admin fee / account holder | $73 | $6,599-98.9% | $5,377-98.6% | $11,403-99.4% |