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 | $16,047 | $138,044-88.4% | $125,339-87.2% | $134,475-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.86% | 750.33%-749.5pp | 572.05%-571.2pp | 417.96%-417.1pp |
| Employer contribution / active EE | $928 | $5,243-82.3% | $4,814-80.7% | $4,740-80.4% |
| Participant deferral / active EE | $1,200 | $7,799-84.6% | $7,446-83.9% | $6,400-81.2% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |