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 | $6,582 | $88,751-92.6% | $81,812-92.0% | $145,922-95.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 17.49% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $103 | $3,083-96.7% | $2,912-96.5% | $4,660-97.8% |
| Participant deferral / active EE | $2,874 | $4,643-38.1% | $4,319-33.5% | $6,688-57.0% |
| Admin fee / account holder | $151 | $8,415-98.2% | $7,386-98.0% | $13,397-98.9% |