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 | $7,018 | $95,266-92.6% | $82,389-91.5% | $142,382-95.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.24% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $50 | $2,991-98.3% | $2,517-98.0% | $4,299-98.8% |
| Participant deferral / active EE | $999 | $4,809-79.2% | $4,155-76.0% | $6,507-84.6% |
| Admin fee / account holder | $58 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |