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 | $16,272 | $97,757-83.4% | $83,848-80.6% | $135,375-88.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.97% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $620 | $4,222-85.3% | $3,631-82.9% | $4,779-87.0% |
| Participant deferral / active EE | $275 | $4,682-94.1% | $4,082-93.3% | $5,609-95.1% |
| Admin fee / account holder | $147 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |