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 | $58,485 | $180,449-67.6% | $154,107-62.0% | $135,375-56.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.81% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $686 | $6,035-88.6% | $5,298-87.0% | $4,779-85.6% |
| Participant deferral / active EE | $929 | $5,806-84.0% | $5,081-81.7% | $5,609-83.4% |
| Admin fee / account holder | $93 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |