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 3-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 | $3,501 | $88,751-96.1% | $81,812-95.7% | $145,922-97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.09% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $105 | $3,083-96.6% | $2,912-96.4% | $4,660-97.7% |
| Participant deferral / active EE | $300 | $4,643-93.5% | $4,319-93.1% | $6,688-95.5% |
| Admin fee / account holder | $31 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |