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 | $26,413 | $115,770-77.2% | $101,248-73.9% | $158,922-83.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.96% | 56.14%-44.2pp | 46.47%-34.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $112 | $4,175-97.3% | $3,660-96.9% | $4,761-97.6% |
| Participant deferral / active EE | $1,090 | $4,957-78.0% | $4,370-75.1% | $5,982-81.8% |
| Admin fee / account holder | $161 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |