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 | $27,428 | $138,044-80.1% | $125,339-78.1% | $134,475-79.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.85% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $756 | $5,243-85.6% | $4,814-84.3% | $4,740-84.1% |
| Participant deferral / active EE | $1,889 | $7,799-75.8% | $7,446-74.6% | $6,400-70.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |