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 4-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 | $20,378 | $108,919-81.3% | $100,391-79.7% | $145,922-86.0% |
| Participation rate | 73.7% | 82.9%-9.2pp | 81.5%-7.8pp | 80.3%-6.6pp |
| Annual return | 1135.25% | 57.88%+1077.4pp | 49.20%+1086.0pp | 561.29%+574.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,898 | $8,445-77.5% | $8,082-76.5% | $6,688-71.6% |
| Admin fee / account holder | $29 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |