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 9-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 | $35,263 | $190,805-81.5% | $159,960-78.0% | $134,475-73.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.64% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $209 | $4,995-95.8% | $4,226-95.1% | $4,740-95.6% |
| Participant deferral / active EE | $663 | $6,923-90.4% | $6,182-89.3% | $6,400-89.6% |
| Admin fee / account holder | $15 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |