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 5-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 | $15,464 | $158,398-90.2% | $126,539-87.8% | $142,382-89.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.66% | 593.76%-574.1pp | 425.95%-406.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $17 | $4,650-99.6% | $3,674-99.6% | $4,299-99.6% |
| Participant deferral / active EE | $17 | $4,767-99.7% | $4,083-99.6% | $6,507-99.7% |
| Admin fee / account holder | $29 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |