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 | $37,385 | $157,256-76.2% | $141,162-73.5% | $152,861-75.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.47% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $326 | $5,261-93.8% | $4,735-93.1% | $4,762-93.2% |
| Participant deferral / active EE | $814 | $7,109-88.5% | $6,709-87.9% | $5,850-86.1% |
| Admin fee / account holder | $4 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |