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 4-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 | $33,448 | $179,726-81.4% | $156,263-78.6% | $142,382-76.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 19.22% | 77.86%-58.6pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $522 | $5,069-89.7% | $4,333-87.9% | $4,299-87.9% |
| Participant deferral / active EE | $1,766 | $6,956-74.6% | $6,158-71.3% | $6,507-72.9% |
| Admin fee / account holder | $229 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |