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 | $34,730 | $171,865-79.8% | $149,718-76.8% | $147,584-76.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 11.61% | 2113.22%-2101.6pp | 1501.63%-1490.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $818 | $6,275-87.0% | $5,445-85.0% | $4,876-83.2% |
| Participant deferral / active EE | $2,415 | $7,271-66.8% | $6,569-63.2% | $5,439-55.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |