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 9-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 | $29,434 | $159,602-81.6% | $150,045-80.4% | $142,382-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.09% | 70.24%-53.1pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $369 | $4,961-92.6% | $4,693-92.1% | $4,299-91.4% |
| Participant deferral / active EE | $461 | $8,310-94.4% | $7,997-94.2% | $6,507-92.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |