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 | $34,054 | $183,963-81.5% | $162,163-79.0% | $152,861-77.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.44% | 150.76%-130.3pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $328 | $6,371-94.9% | $5,614-94.2% | $4,762-93.1% |
| Participant deferral / active EE | $881 | $8,034-89.0% | $7,298-87.9% | $5,850-84.9% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |