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 10-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 | $36,180 | $97,744-63.0% | $103,476-65.0% | $145,922-75.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 75.73% | 25.41%+50.3pp | 23.90%+51.8pp | 561.29%-485.6pp |
| Employer contribution / active EE | $196 | $4,677-95.8% | $4,672-95.8% | $4,660-95.8% |
| Participant deferral / active EE | $294 | $6,603-95.5% | $6,623-95.6% | $6,688-95.6% |
| Admin fee / account holder | $48 | $12,515-99.6% | $9,413-99.5% | $13,397-99.6% |