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 | $0 | $111,724-100.0% | $93,606-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 11.61% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $23 | $3,090-99.3% | $2,420-99.1% | $4,660-99.5% |
| Participant deferral / active EE | $375 | $4,912-92.4% | $4,411-91.5% | $6,688-94.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |