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 | $116,218 | $109,982+5.7% | $97,226+19.5% | $145,922-20.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.57% | 242.90%-223.3pp | 75.13%-55.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $35 | $3,084-98.9% | $2,729-98.7% | $4,660-99.2% |
| Participant deferral / active EE | $85 | $4,676-98.2% | $4,264-98.0% | $6,688-98.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |