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 | $10,326 | $74,888-86.2% | $71,209-85.5% | $142,382-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.81% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $80 | $2,854-97.2% | $2,721-97.1% | $4,299-98.2% |
| Participant deferral / active EE | $283 | $4,454-93.7% | $4,175-93.2% | $6,507-95.7% |
| Admin fee / account holder | $66 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |