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 6-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 | $3,271 | $74,888-95.6% | $71,209-95.4% | $142,382-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.45% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $67 | $2,854-97.7% | $2,721-97.6% | $4,299-98.5% |
| Participant deferral / active EE | $400 | $4,454-91.0% | $4,175-90.4% | $6,507-93.9% |
| Admin fee / account holder | $6 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |