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 5-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 | $113,434 | $126,574-10.4% | $106,213+6.8% | $145,922-22.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.57% | 224.79%-203.2pp | 116.14%-94.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $279 | $3,730-92.5% | $3,171-91.2% | $4,660-94.0% |
| Participant deferral / active EE | $559 | $5,724-90.2% | $5,016-88.9% | $6,688-91.6% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |