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 | $25,381 | $117,841-78.5% | $102,423-75.2% | $145,922-82.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.53% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $482 | $3,615-86.7% | $3,023-84.0% | $4,660-89.6% |
| Participant deferral / active EE | $1,378 | $5,731-75.9% | $5,053-72.7% | $6,688-79.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |