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 | $24,242 | $112,096-78.4% | $95,952-74.7% | $158,922-84.7% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 12.81% | 171.09%-158.3pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $330 | $3,198-89.7% | $2,541-87.0% | $4,761-93.1% |
| Participant deferral / active EE | $211 | $4,784-95.6% | $4,167-94.9% | $5,982-96.5% |
| Admin fee / account holder | $135 | $10,130-98.7% | $6,795-98.0% | $11,246-98.8% |