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 | $27,392 | $165,335-83.4% | $149,696-81.7% | $158,922-82.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.04% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $388 | $5,103-92.4% | $4,644-91.7% | $4,761-91.9% |
| Participant deferral / active EE | $427 | $7,181-94.1% | $6,842-93.8% | $5,982-92.9% |
| Admin fee / account holder | $69 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |