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 6-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 | $30,907 | $157,256-80.3% | $141,162-78.1% | $152,861-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $448 | $5,261-91.5% | $4,735-90.5% | $4,762-90.6% |
| Participant deferral / active EE | $498 | $7,109-93.0% | $6,709-92.6% | $5,850-91.5% |
| Admin fee / account holder | $56 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |