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 | $12,093 | $39,122-69.1% | $57,179-78.9% | $62,891-80.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.33% | 9.23%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $305 | $1,874-83.7% | $2,682-88.6% | $2,281-86.6% |
| Participant deferral / active EE | $77 | $2,374-96.7% | $3,096-97.5% | $3,203-97.6% |
| Admin fee / account holder | $3 | $2,592-99.9% | $3,139-99.9% | $4,296-99.9% |