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 | $222,039 | $197,591+12.4% | $177,821+24.9% | $158,922+39.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.76% | 58.76%-51.0pp | 48.32%-40.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,085 | $6,697-83.8% | $5,918-81.7% | $4,761-77.2% |
| Participant deferral / active EE | $1,779 | $8,405-78.8% | $7,714-76.9% | $5,982-70.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |