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 10-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 | $65,661 | $82,032-20.0% | $123,104-46.7% | $59,632+10.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $154 | $3,297-95.3% | $5,151-97.0% | $2,203-93.0% |
| Participant deferral / active EE | $642 | $4,667-86.2% | $6,230-89.7% | $3,192-79.9% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |