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 | $35,554 | $150,440-76.4% | $136,294-73.9% | $147,584-75.9% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 17.37% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $104 | $5,256-98.0% | $4,695-97.8% | $4,876-97.9% |
| Participant deferral / active EE | $648 | $6,630-90.2% | $6,247-89.6% | $5,439-88.1% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |