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 8-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 | $23,831 | $138,065-82.7% | $123,544-80.7% | $135,375-82.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 849.79% | 153.68%+696.1pp | 119.20%+730.6pp | 519.73%+330.1pp |
| Employer contribution / active EE | $640 | $5,151-87.6% | $4,628-86.2% | $4,779-86.6% |
| Participant deferral / active EE | $1,090 | $6,799-84.0% | $6,426-83.0% | $5,609-80.6% |
| Admin fee / account holder | $39 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |