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 | $36,208 | $157,256-77.0% | $141,162-74.3% | $152,861-76.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 20.50% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $847 | $5,261-83.9% | $4,735-82.1% | $4,762-82.2% |
| Participant deferral / active EE | $1,095 | $7,109-84.6% | $6,709-83.7% | $5,850-81.3% |
| Admin fee / account holder | $18 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |