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 7-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 | $11,570 | $106,543-89.1% | $91,220-87.3% | $134,475-91.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.77% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $131 | $3,331-96.1% | $2,850-95.4% | $4,740-97.2% |
| Participant deferral / active EE | $197 | $4,719-95.8% | $4,234-95.4% | $6,400-96.9% |
| Admin fee / account holder | $252 | $6,231-96.0% | $5,420-95.4% | $11,426-97.8% |