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 | $13,314 | $95,266-86.0% | $82,389-83.8% | $142,382-90.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.84% | 25.74%-13.9pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $418 | $2,991-86.0% | $2,517-83.4% | $4,299-90.3% |
| Participant deferral / active EE | $418 | $4,809-91.3% | $4,155-89.9% | $6,507-93.6% |
| Admin fee / account holder | $80 | $8,563-99.1% | $7,231-98.9% | $12,624-99.4% |