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 | $4,990 | $70,756-92.9% | $65,493-92.4% | $142,382-96.5% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 15.12% | 1754.89%-1739.8pp | 982.45%-967.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $52 | $2,881-98.2% | $2,574-98.0% | $4,299-98.8% |
| Participant deferral / active EE | $222 | $4,637-95.2% | $3,961-94.4% | $6,507-96.6% |
| Admin fee / account holder | $33 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |