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 | $24,718 | $98,240-74.8% | $82,313-70.0% | $147,584-83.3% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 14.90% | 30.85%-16.0pp | 25.88%-11.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $105 | $3,192-96.7% | $2,428-95.7% | $4,876-97.8% |
| Participant deferral / active EE | $146 | $4,383-96.7% | $3,706-96.1% | $5,439-97.3% |
| Admin fee / account holder | $181 | $8,563-97.9% | $5,608-96.8% | $10,885-98.3% |