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 8-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 | $107,269 | $157,256-31.8% | $141,162-24.0% | $152,861-29.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 913.18% | 64.32%+848.9pp | 71.39%+841.8pp | 345.32%+567.9pp |
| Employer contribution / active EE | $37 | $5,261-99.3% | $4,735-99.2% | $4,762-99.2% |
| Participant deferral / active EE | $52 | $7,109-99.3% | $6,709-99.2% | $5,850-99.1% |
| Admin fee / account holder | $103 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |