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 | $7,489 | $96,635-92.2% | $86,612-91.4% | $139,434-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.08% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $48 | $3,263-98.5% | $3,022-98.4% | $4,751-99.0% |
| Participant deferral / active EE | $322 | $4,836-93.3% | $4,438-92.7% | $6,710-95.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |