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 7-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 | $31,862 | $180,449-82.3% | $154,107-79.3% | $135,375-76.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $559 | $6,035-90.7% | $5,298-89.5% | $4,779-88.3% |
| Participant deferral / active EE | $568 | $5,806-90.2% | $5,081-88.8% | $5,609-89.9% |
| Admin fee / account holder | $191 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |