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 | $1,238 | $76,738-98.4% | $56,411-97.8% | $145,922-99.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 10.61% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $517 | $2,623-80.3% | $1,952-73.5% | $6,688-92.3% |
| Admin fee / account holder | $261 | $3,334-92.2% | $2,829-90.8% | $13,397-98.1% |