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 | $42,565 | $115,770-63.2% | $101,248-58.0% | $158,922-73.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.96% | 56.14%-36.2pp | 46.47%-26.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $126 | $4,175-97.0% | $3,660-96.6% | $4,761-97.4% |
| Participant deferral / active EE | $190 | $4,957-96.2% | $4,370-95.6% | $5,982-96.8% |
| Admin fee / account holder | $82 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |