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 | $34,600 | $98,240-64.8% | $82,313-58.0% | $147,584-76.6% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $415 | $3,192-87.0% | $2,428-82.9% | $4,876-91.5% |
| Participant deferral / active EE | $808 | $4,383-81.6% | $3,706-78.2% | $5,439-85.1% |
| Admin fee / account holder | $84 | $8,563-99.0% | $5,608-98.5% | $10,885-99.2% |