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 | $43,783 | $102,317-57.2% | $146,958-70.2% | $80,856-45.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.13% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $209 | $3,713-94.4% | $4,933-95.8% | $2,755-92.4% |
| Participant deferral / active EE | $2,037 | $6,644-69.3% | $8,070-74.8% | $4,296-52.6% |
| Admin fee / account holder | $242 | $7,941-97.0% | $12,998-98.1% | $6,918-96.5% |