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 | $27,788 | $112,096-75.2% | $95,952-71.0% | $158,922-82.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.08% | 171.09%-163.0pp | 91.61%-83.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $133 | $3,198-95.8% | $2,541-94.7% | $4,761-97.2% |
| Participant deferral / active EE | $1,335 | $4,784-72.1% | $4,167-68.0% | $5,982-77.7% |
| Admin fee / account holder | $142 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |