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 | $31,832 | $105,998-70.0% | $92,233-65.5% | $147,584-78.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.62% | 50.05%-37.4pp | 176.28%-163.7pp | 578.55%-565.9pp |
| Employer contribution / active EE | $80 | $4,333-98.2% | $3,679-97.8% | $4,876-98.4% |
| Participant deferral / active EE | $596 | $4,478-86.7% | $3,897-84.7% | $5,439-89.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |