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 | $15,186 | $85,022-82.1% | $70,515-78.5% | $139,434-89.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.99% | 30.38%-18.4pp | 32.77%-20.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $10 | $3,909-99.7% | $2,973-99.7% | $4,751-99.8% |
| Participant deferral / active EE | $500 | $5,890-91.5% | $4,567-89.1% | $6,710-92.5% |
| Admin fee / account holder | $136 | $8,906-98.5% | $6,412-97.9% | $11,403-98.8% |