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 4-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 | $49,126 | $175,202-72.0% | $149,673-67.2% | $139,434-64.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3734.29% | 166.71%+3567.6pp | 134.42%+3599.9pp | 372.94%+3361.3pp |
| Employer contribution / active EE | $874 | $5,474-84.0% | $4,818-81.9% | $4,751-81.6% |
| Participant deferral / active EE | $1,027 | $6,519-84.2% | $5,680-81.9% | $6,710-84.7% |
| Admin fee / account holder | $51 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |