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 | $9,585 | $70,606-86.4% | $53,898-82.2% | $142,382-93.3% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 20.18% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $700 | $2,364-70.4% | $1,826-61.7% | $6,507-89.2% |
| Admin fee / account holder | $96 | $2,852-96.7% | $2,491-96.2% | $12,624-99.2% |