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 | $27,436 | $159,901-82.8% | $146,958-81.3% | $145,922-81.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 16.81% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $523 | $5,286-90.1% | $4,933-89.4% | $4,660-88.8% |
| Participant deferral / active EE | $641 | $8,428-92.4% | $8,070-92.1% | $6,688-90.4% |
| Admin fee / account holder | $195 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |