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 | $16,910 | $106,515-84.1% | $96,683-82.5% | $139,434-87.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.36% | 38.43%-24.1pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $49 | $4,103-98.8% | $3,737-98.7% | $4,751-99.0% |
| Participant deferral / active EE | $1,089 | $5,454-80.0% | $4,878-77.7% | $6,710-83.8% |
| Admin fee / account holder | $83 | $7,877-98.9% | $6,730-98.8% | $11,403-99.3% |