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 | $10,921 | $114,381-90.5% | $107,525-89.8% | $142,382-92.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.35% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $463 | $4,015-88.5% | $3,754-87.7% | $4,299-89.2% |
| Participant deferral / active EE | $671 | $5,564-87.9% | $5,116-86.9% | $6,507-89.7% |
| Admin fee / account holder | $23 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |