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 | $21,193 | $167,307-87.3% | $143,757-85.3% | $134,475-84.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | 5509.24% | 0.46%+5508.8pp | -0.04%+5509.3pp | 417.96%+5091.3pp |
| Employer contribution / active EE | $366 | $5,619-93.5% | $4,951-92.6% | $4,740-92.3% |
| Participant deferral / active EE | $1,720 | $6,446-73.3% | $5,637-69.5% | $6,400-73.1% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |