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 | $54,952 | $159,901-65.6% | $146,958-62.6% | $145,922-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $950 | $5,286-82.0% | $4,933-80.7% | $4,660-79.6% |
| Participant deferral / active EE | $1,316 | $8,428-84.4% | $8,070-83.7% | $6,688-80.3% |
| Admin fee / account holder | $53 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |