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 | $44,849 | $209,411-78.6% | $178,490-74.9% | $158,922-71.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.36% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $71 | $5,706-98.7% | $5,011-98.6% | $4,761-98.5% |
| Participant deferral / active EE | $409 | $5,954-93.1% | $5,202-92.1% | $5,982-93.2% |
| Admin fee / account holder | $111 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |