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 | $13,193 | $45,035-70.7% | $62,995-79.1% | $70,131-81.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.62% | 18.76%-1.1pp | 87.57%-69.9pp | 73.14%-55.5pp |
| Employer contribution / active EE | $250 | $2,051-87.8% | $2,759-90.9% | $2,342-89.3% |
| Participant deferral / active EE | $210 | $2,465-91.5% | $3,329-93.7% | $3,332-93.7% |
| Admin fee / account holder | $157 | $2,834-94.4% | $3,600-95.6% | $4,645-96.6% |