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 | $16,637 | $96,305-82.7% | $80,569-79.4% | $139,434-88.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.66% | 1350.08%-1328.4pp | 935.43%-913.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,693 | $5,232+104.4% | $4,447+140.4% | $6,710+59.4% |
| Admin fee / account holder | $47 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |