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 6-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 | $12,826 | $74,888-82.9% | $71,209-82.0% | $142,382-91.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.62% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $44 | $2,854-98.5% | $2,721-98.4% | $4,299-99.0% |
| Participant deferral / active EE | $75 | $4,454-98.3% | $4,175-98.2% | $6,507-98.8% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.8% |