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 3-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 | $2,409 | $29,660-91.9% | $56,411-95.7% | $80,856-97.0% |
| Participation rate | 86.7% | 41.6%+45.0pp | 52.5%+34.2pp | 67.6%+19.0pp |
| Annual return | 471.77% | 35.23%+436.5pp | 1701.33%-1229.6pp | 35.59%+436.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $750 | $1,226-38.8% | $1,952-61.6% | $4,296-82.5% |
| Admin fee / account holder | $26 | $2,428-98.9% | $2,829-99.1% | $6,918-99.6% |