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 | $41,585 | $171,865-75.8% | $149,718-72.2% | $147,584-71.8% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 12.31% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,200 | $6,275-80.9% | $5,445-78.0% | $4,876-75.4% |
| Participant deferral / active EE | $566 | $7,271-92.2% | $6,569-91.4% | $5,439-89.6% |
| Admin fee / account holder | $108 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |