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 | $42,704 | $107,334-60.2% | $92,893-54.0% | $152,861-72.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.21% | 145.58%-130.4pp | 109.41%-94.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $20 | $4,221-99.5% | $3,653-99.5% | $4,762-99.6% |
| Participant deferral / active EE | $125 | $4,845-97.4% | $4,236-97.0% | $5,850-97.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |