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 | $25,058 | $177,572-85.9% | $154,803-83.8% | $142,382-82.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.53% | 65.07%-47.5pp | 58.88%-41.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $670 | $4,810-86.1% | $4,305-84.4% | $4,299-84.4% |
| Participant deferral / active EE | $901 | $6,272-85.6% | $5,540-83.7% | $6,507-86.1% |
| Admin fee / account holder | $53 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |