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 | $36,695 | $107,334-65.8% | $92,893-60.5% | $152,861-76.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 19.52% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $618 | $4,221-85.4% | $3,653-83.1% | $4,762-87.0% |
| Participant deferral / active EE | $894 | $4,845-81.6% | $4,236-78.9% | $5,850-84.7% |
| Admin fee / account holder | $69 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |