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 8-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 | $59,638 | $82,630-27.8% | $64,105-7.0% | $125,391-52.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | 2.24% | 1489.72%-1487.5pp | 791.24%-789.0pp | 282.22%-280.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $130 | $3,608-96.4% | $2,822-95.4% | $5,352-97.6% |
| Admin fee / account holder | -$50 | $6,382-100.8% | $4,499-101.1% | $9,540-100.5% |