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 | $24,382 | $183,519-86.7% | $155,509-84.3% | $145,922-83.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 109.93% | 61.17%+48.8pp | 64.67%+45.3pp | 561.29%-451.4pp |
| Employer contribution / active EE | $253 | $5,313-95.2% | $4,672-94.6% | $4,660-94.6% |
| Participant deferral / active EE | $801 | $6,462-87.6% | $5,626-85.8% | $6,688-88.0% |
| Admin fee / account holder | $34 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |