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 | $21,289 | $159,901-86.7% | $146,958-85.5% | $145,922-85.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.97% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $821 | $5,286-84.5% | $4,933-83.4% | $4,660-82.4% |
| Participant deferral / active EE | $861 | $8,428-89.8% | $8,070-89.3% | $6,688-87.1% |
| Admin fee / account holder | $128 | $15,044-99.2% | $12,998-99.0% | $13,397-99.0% |