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 | $28,284 | $58,512-51.7% | $84,015-66.3% | $72,985-61.2% |
| Participation rate | 81.1% | 61.2%+19.9pp | 69.0%+12.1pp | 69.5%+11.6pp |
| Annual return | 25.75% | 28.93%-3.2pp | 71.31%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $914 | $2,394-61.8% | $3,239-71.8% | $3,607-74.6% |
| Admin fee / account holder | $14 | $4,569-99.7% | $6,101-99.8% | $5,124-99.7% |