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 | $15,945 | $95,266-83.3% | $82,389-80.6% | $142,382-88.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.61% | 25.74%-8.1pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $80 | $2,991-97.3% | $2,517-96.8% | $4,299-98.1% |
| Participant deferral / active EE | $120 | $4,809-97.5% | $4,155-97.1% | $6,507-98.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |