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 4-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 | $9,553 | $94,338-89.9% | $100,534-90.5% | $142,382-93.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 17.86% | 29.20%-11.3pp | 32.66%-14.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $197 | $4,237-95.3% | $4,346-95.5% | $4,299-95.4% |
| Participant deferral / active EE | $1,076 | $5,934-81.9% | $6,144-82.5% | $6,507-83.5% |
| Admin fee / account holder | $149 | $8,421-98.2% | $7,654-98.1% | $12,624-98.8% |