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 8-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 | $33,212 | $117,983-71.8% | $101,794-67.4% | $142,382-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 115.05% | 36.92%+78.1pp | 30.53%+84.5pp | 217.08%-102.0pp |
| Employer contribution / active EE | $66 | $2,773-97.6% | $2,289-97.1% | $4,299-98.5% |
| Participant deferral / active EE | $7 | $4,714-99.8% | $4,084-99.8% | $6,507-99.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |