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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,735 | $226,064-82.4% | $182,532-78.2% | $152,861-74.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.90% | 192.51%-170.6pp | 148.54%-126.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $366 | $4,978-92.6% | $4,076-91.0% | $4,762-92.3% |
| Participant deferral / active EE | $402 | $6,368-93.7% | $5,524-92.7% | $5,850-93.1% |
| Admin fee / account holder | -$29 | $10,703-100.3% | $8,592-100.3% | $11,596-100.2% |