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 10-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 | $26,550 | $142,405-81.4% | $115,157-76.9% | $152,861-82.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.57% | 41.48%-16.9pp | 35.60%-11.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $329 | $4,010-91.8% | $3,179-89.7% | $4,762-93.1% |
| Participant deferral / active EE | $329 | $5,164-93.6% | $4,168-92.1% | $5,850-94.4% |
| Admin fee / account holder | $212 | $8,462-97.5% | $7,088-97.0% | $11,596-98.2% |