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 | $107,749 | $135,952-20.7% | $123,892-13.0% | $273,961-60.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $339 | $5,170-93.4% | $4,617-92.7% | $4,869-93.0% |
| Participant deferral / active EE | $339 | $6,343-94.7% | $5,984-94.3% | $5,287-93.6% |
| Admin fee / account holder | $152 | $9,817-98.5% | $8,357-98.2% | $10,132-98.5% |