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 | $7,356 | $74,888-90.2% | $71,209-89.7% | $142,382-94.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 20.32% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $529 | $4,454-88.1% | $4,175-87.3% | $6,507-91.9% |
| Admin fee / account holder | $155 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |