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 | $49,929 | $160,055-68.8% | $140,016-64.3% | $135,375-63.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.83% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $833 | $6,420-87.0% | $5,606-85.1% | $4,779-82.6% |
| Participant deferral / active EE | $1,374 | $7,642-82.0% | $6,927-80.2% | $5,609-75.5% |
| Admin fee / account holder | $264 | $13,328-98.0% | $10,705-97.5% | $10,827-97.6% |