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 | $43,186 | $105,998-59.3% | $92,233-53.2% | $147,584-70.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.19% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $307 | $4,333-92.9% | $3,679-91.7% | $4,876-93.7% |
| Participant deferral / active EE | $505 | $4,478-88.7% | $3,897-87.0% | $5,439-90.7% |
| Admin fee / account holder | $285 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |