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 | $23,525 | $124,281-81.1% | $109,143-78.4% | $167,490-86.0% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 11.38% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $373 | $4,207-91.1% | $3,722-90.0% | $4,837-92.3% |
| Participant deferral / active EE | $1,301 | $5,255-75.2% | $4,653-72.0% | $6,341-79.5% |
| Admin fee / account holder | $200 | $7,970-97.5% | $6,752-97.0% | $12,309-98.4% |