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 | $71,517 | $118,849-39.8% | $96,562-25.9% | $167,490-57.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 21.98% | 50.49%-28.5pp | 37.78%-15.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $115 | $3,120-96.3% | $2,356-95.1% | $4,837-97.6% |
| Participant deferral / active EE | $462 | $4,616-90.0% | $3,849-88.0% | $6,341-92.7% |
| Admin fee / account holder | $49 | $8,065-99.4% | $6,181-99.2% | $12,309-99.6% |