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 4-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 | $12,901 | $100,773-87.2% | $88,946-85.5% | $142,382-90.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.09% | 70.18%-56.1pp | 57.82%-43.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $200 | $2,918-93.1% | $2,555-92.2% | $4,299-95.3% |
| Participant deferral / active EE | $500 | $5,230-90.4% | $4,581-89.1% | $6,507-92.3% |
| Admin fee / account holder | $150 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |