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 | $32,157 | $153,772-79.1% | $133,980-76.0% | $273,961-88.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.99% | 36.51%-20.5pp | 29.30%-13.3pp | 41.45%-25.5pp |
| Employer contribution / active EE | $417 | $6,029-93.1% | $5,211-92.0% | $4,869-91.4% |
| Participant deferral / active EE | $1,259 | $6,958-81.9% | $6,282-80.0% | $5,287-76.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |