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 | $152,369 | $99,341+53.4% | $84,750+79.8% | $273,961-44.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.99% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $411 | $4,214-90.3% | $3,574-88.5% | $4,869-91.6% |
| Participant deferral / active EE | $771 | $4,269-81.9% | $3,712-79.2% | $5,287-85.4% |
| Admin fee / account holder | $35 | $6,644-99.5% | $5,332-99.3% | $10,132-99.7% |