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 | $21,565 | $96,484-77.6% | $75,886-71.6% | $152,861-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.40% | 33.98%-20.6pp | 30.76%-17.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $150 | $3,309-95.5% | $2,500-94.0% | $4,762-96.9% |
| Participant deferral / active EE | $856 | $4,553-81.2% | $3,603-76.2% | $5,850-85.4% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |