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 3-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 | $7,095 | $109,982-93.5% | $97,226-92.7% | $145,922-95.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.05% | 242.90%-230.9pp | 75.13%-63.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $162 | $3,084-94.8% | $2,729-94.1% | $4,660-96.5% |
| Participant deferral / active EE | $323 | $4,676-93.1% | $4,264-92.4% | $6,688-95.2% |
| Admin fee / account holder | $12 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |