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 | $22,762 | $107,934-78.9% | $91,989-75.3% | $152,861-85.1% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 14.23% | 89.24%-75.0pp | 69.02%-54.8pp | 345.32%-331.1pp |
| Employer contribution / active EE | $48 | $4,210-98.9% | $3,452-98.6% | $4,762-99.0% |
| Participant deferral / active EE | $638 | $6,364-90.0% | $5,923-89.2% | $5,850-89.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |