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 | $55,682 | $99,877-44.2% | $84,966-34.5% | $145,922-61.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 155.09% | 83.76%+71.3pp | 66.38%+88.7pp | 561.29%-406.2pp |
| Employer contribution / active EE | $30 | $3,231-99.1% | $2,727-98.9% | $4,660-99.4% |
| Participant deferral / active EE | $550 | $5,291-89.6% | $4,519-87.8% | $6,688-91.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |