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 | $23,489 | $105,998-77.8% | $92,233-74.5% | $147,584-84.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 12.41% | 50.05%-37.6pp | 176.28%-163.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $580 | $4,333-86.6% | $3,679-84.2% | $4,876-88.1% |
| Participant deferral / active EE | $717 | $4,478-84.0% | $3,897-81.6% | $5,439-86.8% |
| Admin fee / account holder | $9 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |